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Buckley Wealth Management’s Hormel Foods HRL Stock Holding History

Buckley 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
Q1 		– Sell
-10,192
Closed -$464K – 106
2022
Q4 		$464K Buy
10,192
+145
+1% +$6.75K 0.17% 85
2022
Q3 		$457K Sell
10,047
-2,551
-20% -$123K 0.17% 84
2022
Q2 		$597K Sell
12,598
-290
-2% -$14.5K 0.19% 85
2022
Q1 		$664K Buy
12,888
+3,130
+32% +$153K 0.18% 88
2021
Q4 		$476K Buy
+9,758
New +$428K 0.14% 98

Other funds holding HRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Buckley Wealth Management's HRL Position: Q1 2023 in Review

Buckley Wealth Management sold out of Hormel Foods (HRL) in Q1 2023, closing a stake of 10,192 shares — an estimated $464K sold.

Buckley Wealth Management first reported a position in HRL in Q4 2021 and held it in 5 quarters. The position peaked at $664K in Q1 2022. 667 funds tracked by Wall St. Rank hold HRL as of Q1 2023.

  • Buckley Wealth Management reported no remaining Hormel Foods position as of Q1 2023 after selling out during the quarter.
  • Buckley Wealth Management sold 10,192 Hormel Foods shares in Q1 2023, an estimated $464K.
  • Buckley Wealth Management first reported a position in Hormel Foods in Q4 2021 and held it in 5 quarters.
  • Buckley Wealth Management's Hormel Foods position peaked at $664K in Q1 2022.
  • 667 funds tracked by Wall St. Rank held Hormel Foods as of Q1 2023.

Based on Buckley Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.