HERSHEY TRUST CO
Institutional investor · Portfolio as of Q3 2021
Top Holdings30 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
HERSHEY COMPANY CLASS B | 60.6M | $10.3B | 98.5% | — | — | 11 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES RUSSELL 2000 ETF ETF | 121,700 | $26.6M | 0.3% | $207.25 | +0.84% | 4 qtrssince 2020-Q4 | Increased 56 |
INDUSTRIAL SELECT SECT SPDR | 184,230 | $18M | 0.2% | $91.78 | +1.77% | 3 qtrssince 2021-Q1 | Increased 35 |
| 567,231 | $18M | 0.2% | — | — | — | Increased 56 | |
MATERIALS SELECT SECTOR SPDR | 221,000 | $17.5M | 0.2% | $36.00 | +2.35% | 3 qtrssince 2021-Q1 | Increased 35 |
ISHARES TR | 70,875 | $17.2M | 0.2% | $61.29 | -4.13% | 3 qtrssince 2021-Q1 | Increased 35 |
ISHARES TR | 203,000 | $15.1M | 0.1% | $64.67 | +0.56% | 3 qtrssince 2021-Q1 | Unchanged 0 |
HERSHEY CO/THE | 47,170 | $8M | 0.1% | $98.23 | +57.72% | 11 qtrssince 2019-Q1 | Unchanged 0 |
PDD HOLDINGS INC | 74,827 | $6.8M | 0.1% | $102.09 | -12.77% | 2 qtrssince 2021-Q2 | Increased 45 |
TELADOC HEALTH INC | 39,398 | $5M | 0.0% | $142.14 | -11.41% | 4 qtrssince 2020-Q4 | Increased 44 |
CRISPR THERAPEUTICS AG | 33,758 | $3.8M | 0.0% | $121.82 | -9.54% | 3 qtrssince 2021-Q1 | Increased 36 |
UBER TECHNOLOGIES INC | 69,052 | $3.1M | 0.0% | $44.52 | 0.00% | 1 qtr | New 38 |
ISHARES MSCI USA QUALITY FAC | 19,026 | $2.5M | 0.0% | $96.47 | +31.08% | 5 qtrssince 2020-Q3 | Unchanged 0 |
| 219,788 | $2.3M | 0.0% | — | — | — | New 37 | |
AIRBNB INC-CLASS A | 12,807 | $2.1M | 0.0% | $168.07 | 0.00% | 1 qtr | New 37 |
COMMERCE.COM INC | 29,492 | $1.5M | 0.0% | $52.47 | 0.00% | 1 qtr | New 36 |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 23,150 | $1.2M | 0.0% | $41.66 | +7.23% | 5 qtrssince 2020-Q3 | Unchanged 0 |
DADA NEXUS LTD | 50,347 | $1M | 0.0% | — | — | 1 qtr | New 36 |
INARI MED INC | 8,564 | $695,000 | 0.0% | — | — | 4 qtrssince 2020-Q4 | Unchanged 0 |
MICROSOFT CORP | 2,272 | $641,000 | 0.0% | $198.35 | +38.29% | 5 qtrssince 2020-Q3 | Unchanged 0 |
HERSHEY TRUST CO manages $10.4B across 30 positions as of Q3 2021. Top holdings: HSYFB (98.5%), IWM (0.3%), XLI (0.2%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 10 new positions, 17 exits, 9 increased. Top move: IWM (INCREASED, conviction 56). Portfolio: $10.4B across 30 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