Baystate Wealth Management’s Hormel Foods HRL Stock Holding History

Baystate 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
2020 Q1	–	Sell	-25	Closed	-$1K	–	635
2019 Q4	$1K	Buy	+25	New	+$1.08K	﹤0.01%	570
2018 Q3	–	Sell	-531	Closed	-$20K	–	690
2018 Q2	$20K	Hold	531	–	–	﹤0.01%	286
2018 Q1	$19K	Hold	531	–	–	﹤0.01%	290
2017 Q4	$19K	Hold	531	–	–	﹤0.01%	304
2017 Q3	$17K	Hold	531	–	–	﹤0.01%	298
2017 Q2	$18K	Buy	531 +3	+0.6%	+$103	﹤0.01%	288
2017 Q1	$18K	Buy	528 +2	+0.4%	+$71	﹤0.01%	284
2016 Q4	$19K	Buy	+526	New	+$19K	﹤0.01%	235

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

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

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

MPI

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baystate Wealth Management's HRL Position: Q1 2020 in Review

Baystate Wealth Management sold out of Hormel Foods (HRL) in Q1 2020, closing a stake of 25 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in HRL in Q4 2016 and held it in 8 quarters. The position peaked at $20K in Q2 2018. 622 funds tracked by Wall St. Rank hold HRL as of Q1 2020.

Baystate Wealth Management reported no remaining Hormel Foods position as of Q1 2020 after selling out during the quarter.
Baystate Wealth Management sold 25 Hormel Foods shares in Q1 2020, an estimated $1K.
Baystate Wealth Management first reported a position in Hormel Foods in Q4 2016 and held it in 8 quarters.
Baystate Wealth Management's Hormel Foods position peaked at $20K in Q2 2018.
622 funds tracked by Wall St. Rank held Hormel Foods as of Q1 2020.

Based on Baystate Wealth Management's 13F filing for Q1 2020, filed 22 Apr 2020.