HERSHEY TRUST CO
Institutional investor · Portfolio as of Q3 2023
Top Holdings7 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
HERSHEY COMPANY CLASS B | 54.6M | $10.9B | 96.2% | — | — | 19 qtrssince 2019-Q1 | Unchanged 0 |
HERSHEY CO/THE | 2.1M | $413.4M | 3.6% | $231.25 | -19.10% | 2 qtrssince 2023-Q2 | Unchanged 0 |
AIRBNB INC-CLASS A | 122,353 | $16.8M | 0.1% | $145.12 | -5.45% | 9 qtrssince 2021-Q3 | Increased 44 |
CRISPR THERAPEUTICS AG | 33,758 | $1.5M | 0.0% | $121.82 | -55.44% | 11 qtrssince 2021-Q1 | Unchanged 0 |
SAMSARA INC | 15,791 | $398,091 | 0.0% | $25.21 | 0.00% | 1 qtr | New 36 |
EVENTBRITE INC | 17,290 | $170,479 | 0.0% | $9.86 | — | 1 qtr | New 34 |
ALECTOR INC | 5,143 | $33,327 | 0.0% | $6.48 | 0.00% | 1 qtr | New 30 |
HERSHEY TRUST CO manages $11.4B across 7 positions as of Q3 2023. Top holdings: HSYFB (96.2%), HSY (3.6%), ABNB (0.1%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Added 3 new positions, exited 3, increased 1. Top move: ABNB (INCREASED, conviction 44). Portfolio: $11.4B across 7 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 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