Berman Capital Advisors’s Hormel Foods HRL Stock Holding History

Berman Capital Advisors’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
2021 Q3	$17K	Sell	422 -12	-3%	-$541	﹤0.01%	1032
2021 Q2	$20K	Buy	434 +12	+3%	+$571	﹤0.01%	908
2021 Q1	$20K	Buy	422 +122	+41%	+$5.77K	﹤0.01%	790
2020 Q4	$13K	Buy	300 +1	+0.3%	+$49	﹤0.01%	817
2020 Q3	$14K	Hold	299	–	–	﹤0.01%	689
2020 Q2	$14K	Buy	299 +1	+0.3%	+$48	﹤0.01%	650
2020 Q1	$12K	Buy	298 +64	+27%	+$2.91K	﹤0.01%	621
2019 Q4	$10K	Buy	234 +2	+0.9%	+$86	﹤0.01%	741
2019 Q3	$10K	Hold	232	–	–	﹤0.01%	713
2019 Q2	$9K	Buy	232 +98	+73%	+$3.97K	﹤0.01%	767
2019 Q1	$6K	Hold	134	–	–	﹤0.01%	815
2018 Q4	$5K	Buy	+134	New	+$5.77K	﹤0.01%	685

Other funds holding HRL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Berman Capital Advisors's HRL Position: Q3 2021 in Review

Berman Capital Advisors reduced its Hormel Foods (HRL) stake by 2.8% in Q3 2021, selling an estimated $541 and leaving 422 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Berman Capital Advisors first reported a position in HRL in Q4 2018 and has held it in 12 quarters since. The position peaked at $20K in Q2 2021. 632 funds tracked by Wall St. Rank hold HRL as of Q3 2021.

Berman Capital Advisors held 422 shares of Hormel Foods worth $17K as of Q3 2021.
Berman Capital Advisors sold 12 Hormel Foods shares in Q3 2021, an estimated $541.
Hormel Foods made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1032 holding.
Berman Capital Advisors first reported a position in Hormel Foods in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Hormel Foods position peaked at $20K in Q2 2021.
632 funds tracked by Wall St. Rank held Hormel Foods as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.