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Ameliora Wealth Management’s Hormel Foods HRL Stock Holding History

Ameliora Wealth Management’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
2023
Q4 		– Sell
-9,761
Closed -$371K – 207
2023
Q3 		$371K Hold
9,761
– – 0.22% 58
2023
Q2 		$393K Hold
9,761
– – 0.24% 59
2023
Q1 		$389K Buy
+9,761
New +$421K 0.23% 70

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Ameliora Wealth Management's HRL Position: Q4 2023 in Review

Ameliora Wealth Management sold out of Hormel Foods (HRL) in Q4 2023, closing a stake of 9,761 shares — an estimated $371K sold.

Ameliora Wealth Management first reported a position in HRL in Q1 2023 and held it in 3 quarters. The position peaked at $393K in Q2 2023. 623 funds tracked by Wall St. Rank hold HRL as of Q4 2023.

  • Ameliora Wealth Management reported no remaining Hormel Foods position as of Q4 2023 after selling out during the quarter.
  • Ameliora Wealth Management sold 9,761 Hormel Foods shares in Q4 2023, an estimated $371K.
  • Ameliora Wealth Management first reported a position in Hormel Foods in Q1 2023 and held it in 3 quarters.
  • Ameliora Wealth Management's Hormel Foods position peaked at $393K in Q2 2023.
  • 623 funds tracked by Wall St. Rank held Hormel Foods as of Q4 2023.

Based on Ameliora Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.