Institutional & Family Asset Management’s Hormel Foods HRL Stock Holding History

Institutional & Family Asset 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
2023 Q2	–	Sell	-51	Closed	-$2.03K	–	773
2023 Q1	$2.03K	Buy	+51	New	+$2.2K	﹤0.01%	565
2021 Q4	–	Sell	-3,750	Closed	-$154K	–	850
2021 Q3	$154K	Hold	3,750	–	–	0.02%	200
2021 Q2	$179K	Sell	3,750 -4,290	-53%	-$204K	0.03%	183
2021 Q1	$384K	Hold	8,040	–	–	0.07%	138
2020 Q4	$375K	Sell	8,040 -1,174	-13%	-$57.3K	0.08%	134
2020 Q3	$450K	Hold	9,214	–	–	0.1%	114
2020 Q2	$445K	Hold	9,214	–	–	0.09%	115
2020 Q1	$430K	Buy	9,214 +1,174	+15%	+$53.4K	0.1%	112
2019 Q4	$363K	Buy	8,040 +1,150	+17%	+$49.5K	0.08%	135
2019 Q3	$301K	Hold	6,890	–	–	0.07%	136
2019 Q2	$279K	Hold	6,890	–	–	0.06%	145
2019 Q1	$308K	Hold	6,890	–	–	0.06%	153
2018 Q4	$294K	Hold	6,890	–	–	0.07%	137
2018 Q3	$271K	Hold	6,890	–	–	0.05%	164
2018 Q2	$256K	Hold	6,890	–	–	0.05%	161
2018 Q1	$236K	Buy	+6,890	New	+$234K	0.05%	160

Other funds holding HRL

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

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

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

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

CIP

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

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

Institutional & Family Asset Management's HRL Position: Q2 2023 in Review

Institutional & Family Asset Management sold out of Hormel Foods (HRL) in Q2 2023, closing a stake of 51 shares — an estimated $2.03K sold.

Institutional & Family Asset Management first reported a position in HRL in Q1 2018 and held it in 16 quarters. The position peaked at $450K in Q3 2020. 645 funds tracked by Wall St. Rank hold HRL as of Q2 2023.

Institutional & Family Asset Management reported no remaining Hormel Foods position as of Q2 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 51 Hormel Foods shares in Q2 2023, an estimated $2.03K.
Institutional & Family Asset Management first reported a position in Hormel Foods in Q1 2018 and held it in 16 quarters.
Institutional & Family Asset Management's Hormel Foods position peaked at $450K in Q3 2020.
645 funds tracked by Wall St. Rank held Hormel Foods as of Q2 2023.

Based on Institutional & Family Asset Management's 13F filing for Q2 2023, filed 9 Aug 2023.