HERSHEY TRUST CO
Institutional investor · Portfolio as of Q4 2024
Top Holdings5 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
HERSHEY COMPANY CLASS B | 54.6M | $9.2B | 96.3% | — | — | 24 qtrssince 2019-Q1 | Unchanged 0 |
HERSHEY CO/THE | 2.1M | $349.9M | 3.6% | $231.24 | -29.38% | 7 qtrssince 2023-Q2 | Increased 60 |
SNOWFLAKE INC-CLASS A | 7,790 | $1.2M | 0.0% | $154.97 | 0.00% | 1 qtr | New 38 |
MAPLEBEAR INC | 10,649 | $441,082 | 0.0% | $42.07 | +16.14% | 1 qtr | New 36 |
ROBINHOOD MARKETS INC - A | 9,170 | $341,674 | 0.0% | $38.28 | +151.44% | 1 qtr | New 36 |
HERSHEY TRUST CO manages $9.6B across 5 positions as of Q4 2024. Top holdings: HSYFB (96.3%), HSY (3.6%), SNOW (0.0%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Added 3 new positions, increased 1. Top move: HSY (INCREASED, conviction 60). Portfolio: $9.6B across 5 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