Heritage Wealth Management (Arizona)’s Hormel Foods HRL Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$45.5K	Buy	1,000 +500	+100%	+$23.3K	0.01%	509
2022 Q3	$23K	Hold	500	–	–	0.01%	508
2022 Q2	$23.7K	Hold	500	–	–	0.01%	514
2022 Q1	$26K	Buy	+500	New	+$24.5K	0.01%	558
2021 Q3	$21K	Hold	500	–	–	0.01%	549
2021 Q2	$24K	Sell	500 -66,715	-99%	-$3.18M	0.01%	534
2021 Q1	$77K	Buy	+67,215	New	+$3.18M	0.04%	291

Other funds holding HRL

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

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

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

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MPI

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s HRL Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Hormel Foods (HRL) stake by 100% in Q4 2022, buying an estimated $23.3K and bringing the position to 1,000 shares worth $45.5K. The position accounts for 0.01% of the portfolio, ranked #509.

Heritage Wealth Management (Arizona) first reported a position in HRL in Q1 2021 and has held it in 7 quarters since. The position peaked at $77K in Q1 2021. 701 funds tracked by Wall St. Rank hold HRL as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,000 shares of Hormel Foods worth $45.5K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 500 Hormel Foods shares in Q4 2022, an estimated $23.3K.
Hormel Foods made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #509 holding.
Heritage Wealth Management (Arizona) first reported a position in Hormel Foods in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Hormel Foods position peaked at $77K in Q1 2021.
701 funds tracked by Wall St. Rank held Hormel Foods as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.