HTC
XYZ

Hershey Trust Company’s Block Inc XYZ Stock Holding History

Hershey Trust Company’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-31,339
Closed -$1.64M – 29
2020
Q1 		$1.64M Buy
+31,339
New +$2.14M 0.02% 9
2019
Q3 		– Sell
-34,724
Closed -$2.52M – 24
2019
Q2 		$2.52M Hold
34,724
– – 0.03% 6
2019
Q1 		$2.6M Buy
34,724
+11,575
+50% +$839K 0.04% 4
2018
Q4 		$1.3M Buy
+23,149
New +$1.63M 0.02% 5

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hershey Trust Company's XYZ Position: Q2 2020 in Review

Hershey Trust Company sold out of Block Inc (XYZ) in Q2 2020, closing a stake of 31,339 shares — an estimated $1.64M sold.

Hershey Trust Company first reported a position in XYZ in Q4 2018 and held it in 4 quarters. The position peaked at $2.6M in Q1 2019. 866 funds tracked by Wall St. Rank hold XYZ as of Q2 2020.

  • Hershey Trust Company reported no remaining Block Inc position as of Q2 2020 after selling out during the quarter.
  • Hershey Trust Company sold 31,339 Block Inc shares in Q2 2020, an estimated $1.64M.
  • Hershey Trust Company first reported a position in Block Inc in Q4 2018 and held it in 4 quarters.
  • Hershey Trust Company's Block Inc position peaked at $2.6M in Q1 2019.
  • 866 funds tracked by Wall St. Rank held Block Inc as of Q2 2020.

Based on Hershey Trust Company's 13F filing for Q2 2020, filed 22 Jul 2020.