HERSHEY TRUST CO
Institutional investor · Portfolio as of Q4 2021
Top Holdings41 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
HERSHEY COMPANY CLASS B | 60.6M | $11.7B | 98.5% | — | — | 12 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES RUSSELL 2000 ETF ETF | 121,700 | $27.1M | 0.2% | $207.25 | +2.11% | 5 qtrssince 2020-Q4 | Unchanged 0 |
| 745,424 | $21.5M | 0.2% | — | — | — | Increased 44 | |
MATERIALS SELECT SECTOR SPDR | 227,000 | $20.6M | 0.2% | $36.15 | +15.02% | 4 qtrssince 2021-Q1 | Increased 36 |
ISHARES TR | 70,875 | $19.6M | 0.2% | $61.29 | +7.05% | 4 qtrssince 2021-Q1 | Unchanged 0 |
INDUSTRIAL SELECT SECT SPDR | 184,230 | $19.5M | 0.2% | $91.78 | +7.76% | 4 qtrssince 2021-Q1 | Unchanged 0 |
ISHARES TR | 203,000 | $14.8M | 0.1% | $64.67 | +0.59% | 4 qtrssince 2021-Q1 | Unchanged 0 |
HERSHEY CO/THE | 47,170 | $9.1M | 0.1% | $98.23 | +76.38% | 12 qtrssince 2019-Q1 | Unchanged 0 |
AIRBNB INC-CLASS A | 53,535 | $8.9M | 0.1% | $168.61 | +0.10% | 2 qtrssince 2021-Q3 | Increased 45 |
TELADOC HEALTH INC | 63,227 | $5.8M | 0.0% | $124.13 | -23.99% | 5 qtrssince 2020-Q4 | Increased 40 |
PDD HOLDINGS INC | 96,844 | $5.6M | 0.0% | $92.40 | -35.66% | 3 qtrssince 2021-Q2 | Increased 35 |
DOORDASH INC - A | 34,801 | $5.2M | 0.0% | $152.38 | 0.00% | 1 qtr | New 38 |
UBER TECHNOLOGIES INC | 69,052 | $2.9M | 0.0% | $44.52 | -4.18% | 2 qtrssince 2021-Q3 | Unchanged 0 |
ISHARES MSCI USA QUALITY FAC | 19,026 | $2.8M | 0.0% | $96.47 | +43.98% | 6 qtrssince 2020-Q3 | Unchanged 0 |
CRISPR THERAPEUTICS AG | 33,758 | $2.6M | 0.0% | $121.82 | -35.28% | 4 qtrssince 2021-Q1 | Unchanged 0 |
UNITY SOFTWARE INC | 17,625 | $2.5M | 0.0% | $145.92 | 0.00% | 1 qtr | New 37 |
DOXIMITY INC-CLASS A | 49,804 | $2.5M | 0.0% | $51.12 | 0.00% | 1 qtr | New 37 |
WARBY PARKER INC-CLASS A | 30,827 | $1.4M | 0.0% | $47.65 | 0.00% | 1 qtr | New 36 |
COMMERCE.COM INC | 34,415 | $1.2M | 0.0% | $50.14 | -27.79% | 2 qtrssince 2021-Q3 | Increased 30 |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 23,150 | $1.1M | 0.0% | $41.66 | +59.89% | 6 qtrssince 2020-Q3 | Unchanged 0 |
HERSHEY TRUST CO manages $11.9B across 41 positions as of Q4 2021. Top holdings: HSYFB (98.5%), IWM (0.2%), MEITUAN DIANPING USD0.00001 (A (0.2%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 15 new positions, 4 exits, 8 increased. Top move: ABNB (INCREASED, conviction 45). Portfolio: $11.9B across 41 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