Hershey Trust Co Buys iShares Russell 3000, iShares MSCI EAFE, Square Inc, Sells Alerian MLP, MongoDB Inc, TransDigm Group Inc

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Apr 20, 2020
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Hershey, PA, based Investment company Hershey Trust Co (Current Portfolio) buys iShares Russell 3000, iShares MSCI EAFE, Square Inc, Zoom Video Communications Inc, iShares MSCI Emerging Index Fund, sells Alerian MLP, MongoDB Inc, TransDigm Group Inc, Audentes Therapeutics Inc, FinVolution Group during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Hershey Trust Co. As of 2020Q1, Hershey Trust Co owns 26 stocks with a total value of $8.1 billion. These are the details of the buys and sells.

For the details of HERSHEY TRUST CO's stock buys and sells, go to https://www.gurufocus.com/guru/hershey+trust+co/current-portfolio/portfolio

These are the top 5 holdings of HERSHEY TRUST CO
  1. The Hershey Co (HSYFB) - 60,612,012 shares, 99.63% of the total portfolio.
  2. iShares Russell 3000 (IWV) - 57,500 shares, 0.11% of the total portfolio. New Position
  3. The Hershey Co (HSY) - 47,170 shares, 0.08% of the total portfolio.
  4. Guardant Health Inc (GH) - 47,622 shares, 0.04% of the total portfolio. Shares added by 42.86%
  5. iShares MSCI EAFE (EFA) - 45,500 shares, 0.03% of the total portfolio. New Position
New Purchase: iShares Russell 3000 (IWV)

Hershey Trust Co initiated holding in iShares Russell 3000. The purchase prices were between $127.69 and $197.12, with an estimated average price of $177.08. The stock is now traded at around $164.13. The impact to a portfolio due to this purchase was 0.11%. The holding were 57,500 shares as of .

New Purchase: iShares MSCI EAFE (EFA)

Hershey Trust Co initiated holding in iShares MSCI EAFE. The purchase prices were between $46.5 and $70.38, with an estimated average price of $63.47. The stock is now traded at around $55.59. The impact to a portfolio due to this purchase was 0.03%. The holding were 45,500 shares as of .

New Purchase: iShares MSCI Emerging Index Fund (EEM)

Hershey Trust Co initiated holding in iShares MSCI Emerging Index Fund. The purchase prices were between $30.61 and $46.3, with an estimated average price of $41.03. The stock is now traded at around $36.18. The impact to a portfolio due to this purchase was 0.02%. The holding were 51,000 shares as of .

New Purchase: Square Inc (SQ)

Hershey Trust Co initiated holding in Square Inc. The purchase prices were between $38.09 and $85.7, with an estimated average price of $68.53. The stock is now traded at around $62.95. The impact to a portfolio due to this purchase was 0.02%. The holding were 31,339 shares as of .

New Purchase: Zoom Video Communications Inc (ZM)

Hershey Trust Co initiated holding in Zoom Video Communications Inc. The purchase prices were between $67.28 and $159.56, with an estimated average price of $97.73. The stock is now traded at around $149.90. The impact to a portfolio due to this purchase was 0.02%. The holding were 10,343 shares as of .

New Purchase: FinVolution Group (FINV)

Hershey Trust Co initiated holding in FinVolution Group. The purchase prices were between $1.3 and $2.82, with an estimated average price of $2. The stock is now traded at around $1.75. The impact to a portfolio due to this purchase was 0.01%. The holding were 355,507 shares as of .

Added: Guardant Health Inc (GH)

Hershey Trust Co added to a holding in Guardant Health Inc by 42.86%. The purchase prices were between $59.04 and $88.81, with an estimated average price of $77. The stock is now traded at around $72.04. The impact to a portfolio due to this purchase was 0.01%. The holding were 47,622 shares as of .

Added: CrowdStrike Holdings Inc (CRWD)

Hershey Trust Co added to a holding in CrowdStrike Holdings Inc by 54.08%. The purchase prices were between $33.01 and $66.04, with an estimated average price of $56.61. The stock is now traded at around $69.04. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 5,023 shares as of .

Sold Out: Alerian MLP (AMLP)

Hershey Trust Co sold out a holding in Alerian MLP. The sale prices were between $2.82 and $8.67, with an estimated average price of $6.68.

Sold Out: MongoDB Inc (MDB)

Hershey Trust Co sold out a holding in MongoDB Inc. The sale prices were between $98.97 and $180.09, with an estimated average price of $147.81.

Sold Out: TransDigm Group Inc (TDG)

Hershey Trust Co sold out a holding in TransDigm Group Inc. The sale prices were between $245.79 and $657.93, with an estimated average price of $547.94.

Sold Out: Audentes Therapeutics Inc (BOLD)

Hershey Trust Co sold out a holding in Audentes Therapeutics Inc. The sale prices were between $59.83 and $60, with an estimated average price of $59.94.

Sold Out: FinVolution Group (PP3)

Hershey Trust Co sold out a holding in FinVolution Group. The sale prices were between $1.2 and $2.66, with an estimated average price of $1.8.

Sold Out: Eventbrite Inc (EB)

Hershey Trust Co sold out a holding in Eventbrite Inc. The sale prices were between $7 and $22.4, with an estimated average price of $17.07.



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