Alaethes Wealth’s Hormel Foods HRL Stock Holding History

Alaethes Wealth’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
2024 Q2	–	Sell	-6,680	Closed	-$233K	–	112
2024 Q1	$233K	Sell	6,680 -290	-4%	-$9.25K	0.1%	106
2023 Q4	$224K	Sell	6,970 -150	-2%	-$4.9K	0.11%	109
2023 Q3	$271K	Sell	7,120 -160	-2%	-$6.3K	0.15%	99
2023 Q2	$293K	Hold	7,280	–	–	0.16%	98
2023 Q1	$290K	Hold	7,280	–	–	0.17%	99
2022 Q4	$332K	Hold	7,280	–	–	0.23%	89
2022 Q3	$331K	Hold	7,280	–	–	0.24%	91
2022 Q2	$345K	Hold	7,280	–	–	0.26%	90
2022 Q1	$375K	Sell	7,280 -75	-1%	-$3.67K	0.24%	90
2021 Q4	$359K	Sell	7,355 -280	-4%	-$12.3K	0.23%	85
2021 Q3	$313K	Sell	7,635 -165	-2%	-$7.44K	0.23%	83
2021 Q2	$372K	Hold	7,800	–	–	0.29%	78
2021 Q1	$373K	Buy	+7,800	New	+$369K	0.35%	77

Other funds holding HRL

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CIP

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

MPI

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alaethes Wealth's HRL Position: Q2 2024 in Review

Alaethes Wealth sold out of Hormel Foods (HRL) in Q2 2024, closing a stake of 6,680 shares — an estimated $233K sold.

Alaethes Wealth first reported a position in HRL in Q1 2021 and held it in 13 quarters. The position peaked at $375K in Q1 2022. 618 funds tracked by Wall St. Rank hold HRL as of Q2 2024.

Alaethes Wealth reported no remaining Hormel Foods position as of Q2 2024 after selling out during the quarter.
Alaethes Wealth sold 6,680 Hormel Foods shares in Q2 2024, an estimated $233K.
Alaethes Wealth first reported a position in Hormel Foods in Q1 2021 and held it in 13 quarters.
Alaethes Wealth's Hormel Foods position peaked at $375K in Q1 2022.
618 funds tracked by Wall St. Rank held Hormel Foods as of Q2 2024.

Based on Alaethes Wealth's 13F filing for Q2 2024, filed 13 Aug 2024.