Advisory Research’s Hormel Foods HRL Stock Holding History

Advisory Research’s Portfolio HRL Stock Details HRL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-8,056	Closed	-$300K	–	377
2018 Q2	$300K	Sell	8,056 -2,554	-24%	-$91.7K	﹤0.01%	347
2018 Q1	$364K	Sell	10,610 -506	-5%	-$17.2K	0.01%	330
2017 Q4	$405K	Sell	11,116 -263	-2%	-$8.84K	0.01%	355
2017 Q3	$366K	Buy	11,379 +134	+1%	+$4.38K	0.01%	384
2017 Q2	$384K	Buy	+11,245	New	+$387K	0.01%	386
2014 Q2	–	Sell	-2,906	Closed	-$72K	–	484
2014 Q1	$72K	Buy	+2,906	New	+$67K	﹤0.01%	417

Other funds holding HRL

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisory Research's HRL Position: Q3 2018 in Review

Advisory Research sold out of Hormel Foods (HRL) in Q3 2018, closing a stake of 8,056 shares — an estimated $300K sold.

Advisory Research first reported a position in HRL in Q1 2014 and held it in 6 quarters. The position peaked at $405K in Q4 2017. 565 funds tracked by Wall St. Rank hold HRL as of Q3 2018.

Advisory Research reported no remaining Hormel Foods position as of Q3 2018 after selling out during the quarter.
Advisory Research sold 8,056 Hormel Foods shares in Q3 2018, an estimated $300K.
Advisory Research first reported a position in Hormel Foods in Q1 2014 and held it in 6 quarters.
Advisory Research's Hormel Foods position peaked at $405K in Q4 2017.
565 funds tracked by Wall St. Rank held Hormel Foods as of Q3 2018.

Based on Advisory Research's 13F filing for Q3 2018, filed 13 Nov 2018.