Hershey Trust Company’s Eventbrite EB Stock Holding History

Hershey Trust Company’s Portfolio EB Stock Details EB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-17,290	Closed	-$170K	–	7
2023 Q3	$170K	Buy	+17,290	New	+$177K	﹤0.01%	6
2021 Q3	–	Sell	-17,343	Closed	-$330K	–	36
2021 Q2	$330K	Hold	17,343	–	–	﹤0.01%	22
2021 Q1	$384K	Buy	+17,343	New	+$349K	﹤0.01%	19
2020 Q1	–	Sell	-8,671	Closed	-$175K	–	30
2019 Q4	$175K	Buy	+8,671	New	+$166K	﹤0.01%	17

Other funds holding EB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

BBCM

Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Hershey Trust Company's EB Position: Q4 2023 in Review

Hershey Trust Company sold out of Eventbrite (EB) in Q4 2023, closing a stake of 17,290 shares — an estimated $170K sold.

Hershey Trust Company first reported a position in EB in Q4 2019 and held it in 4 quarters. The position peaked at $384K in Q1 2021. 163 funds tracked by Wall St. Rank hold EB as of Q4 2023.

Hershey Trust Company reported no remaining Eventbrite position as of Q4 2023 after selling out during the quarter.
Hershey Trust Company sold 17,290 Eventbrite shares in Q4 2023, an estimated $170K.
Hershey Trust Company first reported a position in Eventbrite in Q4 2019 and held it in 4 quarters.
Hershey Trust Company's Eventbrite position peaked at $384K in Q1 2021.
163 funds tracked by Wall St. Rank held Eventbrite as of Q4 2023.

Based on Hershey Trust Company's 13F filing for Q4 2023, filed 14 Feb 2024.