HERSHEY TRUST CO
Institutional investor · Portfolio as of Q3 2021
Top Holdings30 positions
HERSHEY COMPANY CLASS B | 60.6M | $10.3B | 98.5% | — | — | 11 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES TR | 121,700 | $26.6M | 0.3% | $204.03 | +0.79% | 4 qtrssince 2020-Q4 | Increased 56 |
SELECT SECTOR SPDR TR | 184,230 | $18M | 0.2% | $90.76 | +0.02% | 3 qtrssince 2021-Q1 | Increased 35 |
| 567,231 | $18M | 0.2% | — | — | — | Increased 56 | |
SELECT SECTOR SPDR TR | 221,000 | $17.5M | 0.2% | $35.37 | +1.26% | 3 qtrssince 2021-Q1 | Increased 35 |
ISHARES TR | 70,875 | $17.2M | 0.2% | $60.53 | -5.24% | 3 qtrssince 2021-Q1 | Increased 35 |
ISHARES TR | 203,000 | $15.1M | 0.1% | $63.49 | +0.78% | 3 qtrssince 2021-Q1 | Unchanged 0 |
HERSHEY CO | 47,170 | $8M | 0.1% | $96.09 | +55.29% | 11 qtrssince 2019-Q1 | Unchanged 0 |
PDD HOLDINGS INC | 74,827 | $6.8M | 0.1% | $101.32 | -10.51% | 2 qtrssince 2021-Q2 | Increased 45 |
TELADOC HEALTH INC | 39,398 | $5M | 0.0% | $141.17 | -10.17% | 4 qtrssince 2020-Q4 | Increased 44 |
CRISPR THERAPEUTICS AG | 33,758 | $3.8M | 0.0% | $128.20 | -12.69% | 3 qtrssince 2021-Q1 | Increased 36 |
UBER TECHNOLOGIES | 69,052 | $3.1M | 0.0% | $44.80 | 0.00% | 1 qtr | New 38 |
ISHARES TR | 19,026 | $2.5M | 0.0% | $96.51 | +28.78% | 5 qtrssince 2020-Q3 | Unchanged 0 |
| 219,788 | $2.3M | 0.0% | — | — | — | New 37 | |
AIRBNB | 12,807 | $2.1M | 0.0% | $167.75 | 0.00% | 1 qtr | New 37 |
COMMERCE.COM INC | 29,492 | $1.5M | 0.0% | $50.64 | 0.00% | 1 qtr | New 36 |
ISHARES TR | 23,150 | $1.2M | 0.0% | $41.78 | +7.22% | 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 | 2,272 | $641,000 | 0.0% | $200.02 | +35.27% | 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 Score: 1.5/5.0.
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
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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
Verify source filings on SEC EDGAR