HERSHEY TRUST CO
Institutional investor · Portfolio as of Q4 2022
SEC EDGAR SourceSEC Filings
HERSHEY TRUST CO manages $13.5B across 7 positions as of Q4 2022. Top holdings: HSYFB (99.8%), MEITUAN DIANPING USD0.00001 (A (0.1%), ABNB (0.0%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1/5.0.
Q4 2022 Summary
Active quarter - 1 new positions, 9 exits, 0 increased. No standout high-conviction moves this quarter. Portfolio: $13.5B across 7 positions.
Top holdings by portfolio weight
HSYFB99.82%
MEITUAN DIAN0.12%
ABNB0.03%
NU0.01%
CRSP0.01%
MSFT0.00%
DIDIY0.00%
CMCSA0.00%
UBER0.00%
TDOC0.00%
Portfolio allocation by GICS sector
Unknown99.94%
Consumer Cyclical0.03%
Financial Services0.01%
Healthcare0.01%
Technology0.00%
Behavioral investing profile
7-dimension quality assessment
Weak(1.0 / 5.0)
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Holdings7 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
HERSHEY COMPANY CLASS B | 58.1M | $13.5B | 99.8% | — | — | 16 qtrssince 2019-Q1 | Unchanged 0 |
| 745,424 | $16.7M | 0.1% | — | — | — | Unchanged 0 | |
AIRBNB INC | 53,248 | $4.6M | 0.0% | $167.33 | -48.90% | 6 qtrssince 2021-Q3 | Unchanged 0 |
NU HLDGS LTD | 390,266 | $1.6M | 0.0% | $4.07 | 0.00% | 1 qtr | New 38 |
CRISPR THERAPEUTICS AG | 33,758 | $1.4M | 0.0% | $121.82 | -66.63% | 8 qtrssince 2021-Q1 | Unchanged 0 |
MICROSOFT CORP | 2,272 | $544,871 | 0.0% | $198.35 | +115.41% | 10 qtrssince 2020-Q3 | Unchanged 0 |
DIDI GLOBAL INC ADR | 36,072 | $114,709 | 0.0% | $2.94 | +15.65% | 4 qtrssince 2022-Q1 | Unchanged 0 |
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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