HERSHEY TRUST CO
Institutional investor · Portfolio as of Q3 2020
Top Holdings21 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
HERSHEY COMPANY CLASS B | 60.6M | $8.7B | 99.6% | — | — | 7 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES TR | 140,000 | $10.4M | 0.1% | $64.44 | 0.00% | 1 qtr | New 47 |
HERSHEY CO/THE | 47,170 | $6.8M | 0.1% | $98.23 | +26.93% | 7 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES TR | 71,000 | $5.1M | 0.1% | $62.35 | 0.00% | 1 qtr | New 38 |
ISHARES MSCI USA QUALITY FAC | 34,026 | $3.5M | 0.0% | $96.47 | 0.00% | 1 qtr | New 38 |
| 89,786 | $2.8M | 0.0% | — | — | — | New 37 | |
ISHARES MSCI EAFE ETF CL USD INC | 22,000 | $1.4M | 0.0% | $54.23 | 0.00% | 1 qtr | New 36 |
FINVOLUTION GROUP | 470,148 | $865,000 | 0.0% | $1.73 | -13.33% | 4 qtrssince 2019-Q4 | Unchanged 0 |
IVERIC BIO INC | 102,846 | $580,000 | 0.0% | — | — | 2 qtrssince 2020-Q2 | Increased 35 |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 12,900 | $569,000 | 0.0% | $38.21 | 0.00% | 1 qtr | New 35 |
MICROSOFT CORP | 2,272 | $478,000 | 0.0% | $198.35 | 0.00% | 1 qtr | New 34 |
CRISPR THERAPEUTICS AG | 4,925 | $412,000 | 0.0% | $84.99 | 0.00% | 1 qtr | New 34 |
CRINETICS PHARMACEUTICALS IN | 19,778 | $310,000 | 0.0% | $18.59 | -18.85% | 7 qtrssince 2019-Q1 | Unchanged 0 |
| 19,998 | $275,000 | 0.0% | $23.40 | -60.93% | 7 qtrssince 2019-Q1 | Unchanged 0 | |
BLACK DIAMOND THERAPEUTICS I | 8,258 | $250,000 | 0.0% | $30.41 | 0.00% | 1 qtr | New 33 |
NOAH HOLDINGS LTD SPON ADS | 7,853 | $205,000 | 0.0% | $33.96 | -46.11% | 7 qtrssince 2019-Q1 | Unchanged 0 |
THE REALREAL INC | 10,000 | $145,000 | 0.0% | $15.21 | -25.05% | 1 qtr | New 32 |
EAGLE PHARMACEUTICALS INC | 3,138 | $133,000 | 0.0% | $50.49 | -17.05% | 7 qtrssince 2019-Q1 | Unchanged 0 |
VIOMI TECHNOLOGY CO LTD ADR | 16,139 | $98,000 | 0.0% | $7.86 | -26.33% | 6 qtrssince 2019-Q2 | Unchanged 0 |
DROPBOX INC | 3,800 | $73,000 | 0.0% | $18.15 | +89.64% | 3 qtrssince 2020-Q1 | Decreased 0 |
HERSHEY TRUST CO manages $8.7B across 21 positions as of Q3 2020. Top holdings: HSYFB (99.6%), MCHI (0.1%), HSY (0.1%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 10 new positions, 7 exits, 1 increased. Top move: MCHI (NEW, conviction 47). Portfolio: $8.7B across 21 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer