HERSHEY TRUST CO
Institutional investor · Portfolio as of Q4 2019
Top Holdings25 positions
HERSHEY COMPANY CLASS B | 60.6M | $8.9B | 99.3% | — | — | 4 qtrssince 2019-Q1 | Unchanged 0 |
ALERIAN MLP ETF | 5.1M | $43.3M | 0.5% | $26.37 | +101.48% | 3 qtrssince 2019-Q2 | Unchanged 0 |
HERSHEY CO | 47,170 | $6.9M | 0.1% | $96.09 | +30.01% | 4 qtrssince 2019-Q1 | Unchanged 0 |
GUARDANT HEALTH INC | 33,334 | $2.6M | 0.0% | $62.59 | +24.48% | 2 qtrssince 2019-Q3 | Decreased 0 |
MONGODB INC | 17,866 | $2.4M | 0.0% | $152.09 | +121.95%as of Oct 16 | 3 qtrssince 2019-Q2 | Unchanged 0 |
FINVOLUTION GROUP | 355,507 | $942,000 | 0.0% | $1.85 | 0.00% | 1 qtr | New 36 |
EAGLE PHARMACEUTICALS INC | 15,097 | $907,000 | 0.0% | $50.49 | +18.62% | 4 qtrssince 2019-Q1 | Unchanged 0 |
TRANSDIGM GROUP INC | 1,587 | $889,000 | 0.0% | $467.11 | +143.91%as of Oct 16 | 1 qtr | New 35 |
| 55,655 | $734,000 | 0.0% | — | — | — | New 35 | |
| 19,998 | $670,000 | 0.0% | $23.40 | -6.18% | 4 qtrssince 2019-Q1 | Decreased 0 | |
AUDENTES THERAPEUTICS INC | 11,009 | $659,000 | 0.0% | — | — | 1 qtr | New 35 |
NATERA INC | 15,772 | $531,000 | 0.0% | $33.01 | +1.57% | 2 qtrssince 2019-Q3 | Increased 40 |
NIO INC | 85,968 | $346,000 | 0.0% | $5.10 | -27.06% | 4 qtrssince 2019-Q1 | Unchanged 0 |
NOAH HOLDINGS LTD | 7,853 | $278,000 | 0.0% | $29.38 | -27.01% | 4 qtrssince 2019-Q1 | Unchanged 0 |
SPOTIFY TECHNOLOGY S A | 1,769 | $265,000 | 0.0% | $138.80 | +7.93% | 4 qtrssince 2019-Q1 | Unchanged 0 |
JUMEI INTL HLDG LTD | 116,246 | $246,000 | 0.0% | — | — | 4 qtrssince 2019-Q1 | Unchanged 0 |
EVENTBRITE INC | 8,671 | $175,000 | 0.0% | $20.26 | 0.00% | 1 qtr | New 32 |
CRINETICS PHARMACEUTICALS IN | 6,753 | $169,000 | 0.0% | $22.76 | +10.24% | 4 qtrssince 2019-Q1 | Unchanged 0 |
CROWDSTRIKE HLDGS INC | 3,260 | $163,000 | 0.0% | $12.47 | 0.00% | 1 qtr | New 32 |
NATIONAL VISION HLDGS INC | 5,039 | $163,000 | 0.0% | $31.43 | -44.54%as of Oct 16 | 4 qtrssince 2019-Q1 | Unchanged 0 |
HERSHEY TRUST CO manages $9B across 25 positions as of Q4 2019. Top holdings: HSYFB (99.3%), AMLP (0.5%), HSY (0.1%). Fund DNA: Momentum Trader. HoldingsIntel Score: 1.5/5.0.
Active quarter - 7 new positions, 3 exits, 2 increased. Top move: NTRA (INCREASED, conviction 40). Portfolio: $9.0B across 25 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