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CLA (CliftonLarsonAllen) Wealth Advisors’s Hormel Foods HRL Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2022
Q2 		– Sell
-15,068
Closed -$777K – 185
2022
Q1 		$777K Sell
15,068
-21,352
-59% -$1.05M 0.03% 154
2021
Q4 		$1.78M Buy
+36,420
New +$1.6M 0.06% 103
2021
Q3 		– Sell
-4,190
Closed -$200K – 304
2021
Q2 		$200K Buy
+4,190
New +$200K 0.01% 301
2019
Q2 		– Sell
-44,296
Closed -$1.98M – 109
2019
Q1 		$1.98M Sell
44,296
-12,600
-22% -$539K 0.22% 59
2018
Q4 		$2.43M Sell
56,896
-22,345
-28% -$963K 0.24% 61
2018
Q3 		$3.12M Buy
79,241
+60,550
+324% +$2.32M 0.29% 49
2018
Q2 		$695K Sell
18,691
-3,546
-16% -$127K 0.07% 99
2018
Q1 		$763K Buy
22,237
+6,303
+40% +$214K 0.08% 98
2017
Q4 		$580K Sell
15,934
-20,353
-56% -$684K 0.06% 98
2017
Q3 		$1.17M Sell
36,287
-5,567
-13% -$182K 0.12% 88
2017
Q2 		$1.43M Buy
41,854
+1,621
+4% +$55.8K 0.16% 78
2017
Q1 		$1.39M Sell
40,233
-4,951
-11% -$177K 0.16% 82
2016
Q4 		$1.57M Buy
45,184
+2,406
+6% +$86.9K 0.18% 68
2016
Q3 		$1.62M Buy
42,778
+3,046
+8% +$113K 0.2% 64
2016
Q2 		$1.45M Buy
39,732
+4,948
+14% +$185K 0.21% 64
2016
Q1 		$1.5M Buy
34,784
+4,150
+14% +$173K 0.24% 61
2015
Q4 		$1.21M Buy
30,634
+22
+0.1% +$782 0.2% 68
2015
Q3 		$969K Buy
30,612
+6,374
+26% +$191K 0.18% 74
2015
Q2 		$683K Buy
24,238
+3,250
+15% +$92K 0.14% 89
2015
Q1 		$597K Hold
20,988
– – 0.13% 76
2014
Q4 		$547K Hold
20,988
– – 0.12% 71
2014
Q3 		$539K Hold
20,988
– – 0.12% 67
2014
Q2 		$518K Hold
20,988
– – 0.1% 70
2014
Q1 		$517K Hold
20,988
– – 0.11% 69
2013
Q4 		$474K Hold
20,988
– – 0.12% 69
2013
Q3 		$442K Buy
+20,988
New +$441K 0.12% 67

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's HRL Position: Q2 2022 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Hormel Foods (HRL) in Q2 2022, closing a stake of 15,068 shares — an estimated $777K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in HRL in Q3 2013 and held it in 26 quarters. The position peaked at $3.12M in Q3 2018. 672 funds tracked by Wall St. Rank hold HRL as of Q2 2022.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Hormel Foods position as of Q2 2022 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 15,068 Hormel Foods shares in Q2 2022, an estimated $777K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Hormel Foods in Q3 2013 and held it in 26 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Hormel Foods position peaked at $3.12M in Q3 2018.
  • 672 funds tracked by Wall St. Rank held Hormel Foods as of Q2 2022.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2022, filed 8 Jul 2022.