EWM
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Evermay Wealth Management’s Hormel Foods HRL Stock Holding History

Evermay 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
2021
Q3 		– Sell
-400
Closed -$19K – 491
2021
Q2 		$19K Buy
+400
New +$19K ﹤0.01% 360

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Capital International Investors
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
APG Asset Management
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

Evermay Wealth Management's HRL Position: Q3 2021 in Review

Evermay Wealth Management sold out of Hormel Foods (HRL) in Q3 2021, closing a stake of 400 shares — an estimated $19K sold.

Evermay Wealth Management first reported a position in HRL in Q2 2021 and held it in 1 quarter. The position peaked at $19K in Q2 2021. 631 funds tracked by Wall St. Rank hold HRL as of Q3 2021.

  • Evermay Wealth Management reported no remaining Hormel Foods position as of Q3 2021 after selling out during the quarter.
  • Evermay Wealth Management sold 400 Hormel Foods shares in Q3 2021, an estimated $19K.
  • Evermay Wealth Management first reported a position in Hormel Foods in Q2 2021 and held it in 1 quarter.
  • Evermay Wealth Management's Hormel Foods position peaked at $19K in Q2 2021.
  • 631 funds tracked by Wall St. Rank held Hormel Foods as of Q3 2021.

Based on Evermay Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.