HERSHEY TRUST CO
Institutional investor · Portfolio as of Q4 2021
Top Holdings41 positions
HERSHEY COMPANY CLASS B | 60.6M | $11.7B | 98.5% | — | — | 12 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES TR | 121,700 | $27.1M | 0.2% | $207.25 | +2.11% | 5 qtrssince 2020-Q4 | Unchanged 0 |
| 745,424 | $21.5M | 0.2% | — | — | — | Increased 44 | |
SELECT SECTOR SPDR TR | 227,000 | $20.6M | 0.2% | $35.52 | +16.06% | 4 qtrssince 2021-Q1 | Increased 36 |
ISHARES TR | 70,875 | $19.6M | 0.2% | $60.53 | +7.94% | 4 qtrssince 2021-Q1 | Unchanged 0 |
SELECT SECTOR SPDR TR | 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 | 47,170 | $9.1M | 0.1% | $96.09 | +78.40% | 12 qtrssince 2019-Q1 | Unchanged 0 |
AIRBNB INC | 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% | $122.57 | -25.09% | 5 qtrssince 2020-Q4 | Increased 40 |
PDD HOLDINGS INC | 96,844 | $5.6M | 0.0% | $91.54 | -36.31% | 3 qtrssince 2021-Q2 | Increased 35 |
DOORDASH INC | 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 TR | 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 | 49,804 | $2.5M | 0.0% | $51.12 | 0.00% | 1 qtr | New 37 |
WARBY PARKER INC | 30,827 | $1.4M | 0.0% | $47.65 | 0.00% | 1 qtr | New 36 |
COMMERCE.COM INC | 34,415 | $1.2M | 0.0% | $48.46 | -27.01% | 2 qtrssince 2021-Q3 | Increased 30 |
ISHARES TR | 23,150 | $1.1M | 0.0% | $41.66 | +50.87%as of Oct 16 | 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 Score: 1.5/5.0.
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
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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