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Gupta Wealth Management’s Hormel Foods HRL Stock Holding History

Gupta 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
2016
Q1 		– Sell
-400
Closed -$16K – 1201
2015
Q4 		$16K Buy
400
+200
+100% +$7.11K ﹤0.01% 735
2015
Q3 		$6K Buy
+200
New +$5.99K ﹤0.01% 1019

Other funds holding HRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Gupta Wealth Management's HRL Position: Q1 2016 in Review

Gupta Wealth Management sold out of Hormel Foods (HRL) in Q1 2016, closing a stake of 400 shares — an estimated $16K sold.

Gupta Wealth Management first reported a position in HRL in Q3 2015 and held it in 2 quarters. The position peaked at $16K in Q4 2015. 523 funds tracked by Wall St. Rank hold HRL as of Q1 2016.

  • Gupta Wealth Management reported no remaining Hormel Foods position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 400 Hormel Foods shares in Q1 2016, an estimated $16K.
  • Gupta Wealth Management first reported a position in Hormel Foods in Q3 2015 and held it in 2 quarters.
  • Gupta Wealth Management's Hormel Foods position peaked at $16K in Q4 2015.
  • 523 funds tracked by Wall St. Rank held Hormel Foods as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.