HERSHEY TRUST CO
Institutional investor · Portfolio as of Q4 2020
Top Holdings32 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
HERSHEY COMPANY CLASS B | 60.6M | $9.2B | 99.5% | — | — | 8 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES TR | 134,000 | $11.7M | 0.1% | $69.37 | +102.76% | 2 qtrssince 2020-Q3 | Increased 53 |
HERSHEY CO/THE | 47,170 | $7.2M | 0.1% | $98.23 | +36.05% | 8 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES RUSSELL 2000 ETF ETF | 30,700 | $6M | 0.1% | $184.70 | 0.00% | 1 qtr | New 39 |
ISHARES TR | 32,100 | $2.6M | 0.0% | $64.44 | -14.56% | 2 qtrssince 2020-Q3 | Decreased 0 |
ZOOM COMMUNICATIONS INC | 6,621 | $2.2M | 0.0% | $353.40 | -70.02% | 1 qtr | New 37 |
ISHARES MSCI USA QUALITY FAC | 19,026 | $2.2M | 0.0% | $96.47 | +12.44% | 2 qtrssince 2020-Q3 | Decreased 0 |
INARI MED INC | 24,885 | $2.2M | 0.0% | — | — | 1 qtr | New 37 |
ISHARES MSCI EAFE ETF CL USD INC | 22,000 | $1.6M | 0.0% | $54.23 | +99.98% | 2 qtrssince 2020-Q3 | Unchanged 0 |
FINVOLUTION GROUP | 460,748 | $1.2M | 0.0% | $1.73 | +152.48% | 5 qtrssince 2019-Q4 | Decreased 0 |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 23,150 | $1.2M | 0.0% | $41.66 | +10.42% | 2 qtrssince 2020-Q3 | Increased 40 |
WAYFAIR INC- CLASS A | 4,203 | $949,000 | 0.0% | $230.67 | 0.00% | 1 qtr | New 36 |
DADA NEXUS LTD | 24,076 | $879,000 | 0.0% | — | — | 1 qtr | New 35 |
BLACK DIAMOND THERAPEUTICS I | 25,984 | $833,000 | 0.0% | $31.77 | +2.00% | 2 qtrssince 2020-Q3 | Increased 41 |
CROWDSTRIKE HOLDINGS INC - A | 3,910 | $828,000 | 0.0% | $210.29 | 0.00% | 1 qtr | New 35 |
MICROSOFT CORP | 2,272 | $505,000 | 0.0% | $198.35 | +7.24% | 2 qtrssince 2020-Q3 | Unchanged 0 |
TELADOC HEALTH INC | 1,948 | $390,000 | 0.0% | $203.57 | 0.00% | 1 qtr | New 34 |
REVOLUTION MEDICINES INC | 9,697 | $384,000 | 0.0% | $40.91 | +418.21% | 1 qtr | New 34 |
ADVERUM BIOTECHNOLOGIES INC | 29,812 | $323,000 | 0.0% | — | — | — | — |
INTUIT INC | 800 | $304,000 | 0.0% | $363.28 | -7.62% | 1 qtr | New 33 |
HERSHEY TRUST CO manages $9.3B across 32 positions as of Q4 2020. Top holdings: HSYFB (99.5%), AIA (0.1%), HSY (0.1%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 16 new positions, 5 exits, 3 increased. Top move: AIA (INCREASED, conviction 53). Portfolio: $9.3B across 32 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