Evercore Wealth Management’s Hormel Foods HRL Stock Holding History

Evercore 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
2018 Q1	–	Sell	-200	Closed	-$7K	–	540
2017 Q4	$7K	Hold	200	–	–	﹤0.01%	829
2017 Q3	$6K	Hold	200	–	–	﹤0.01%	830
2017 Q2	$7K	Hold	200	–	–	﹤0.01%	861
2017 Q1	$7K	Hold	200	–	–	﹤0.01%	854
2016 Q4	$7K	Sell	200 -439	-69%	-$15.8K	﹤0.01%	855
2016 Q3	$25K	Hold	639	–	–	﹤0.01%	735
2016 Q2	$23K	Buy	639 +213	+50%	+$7.96K	﹤0.01%	727
2016 Q1	$19K	Buy	+426	New	+$17.8K	﹤0.01%	730

Other funds holding HRL

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

MPI

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

VAM

ValueInvest Asset Management Luxembourg $1.47B AUM 0.87% 1-Year Est. Return

Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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

Evercore Wealth Management's HRL Position: Q1 2018 in Review

Evercore Wealth Management sold out of Hormel Foods (HRL) in Q1 2018, closing a stake of 200 shares — an estimated $7K sold.

Evercore Wealth Management first reported a position in HRL in Q1 2016 and held it in 8 quarters. The position peaked at $25K in Q3 2016. 543 funds tracked by Wall St. Rank hold HRL as of Q1 2018.

Evercore Wealth Management reported no remaining Hormel Foods position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 200 Hormel Foods shares in Q1 2018, an estimated $7K.
Evercore Wealth Management first reported a position in Hormel Foods in Q1 2016 and held it in 8 quarters.
Evercore Wealth Management's Hormel Foods position peaked at $25K in Q3 2016.
543 funds tracked by Wall St. Rank held Hormel Foods as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.