IWA
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IVC Wealth Advisors’s Hormel Foods HRL Stock Holding History

IVC Wealth Advisors’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
Q1 		– Sell
-5,608
Closed -$255K – 147
2022
Q4 		$255K Sell
5,608
-200
-3% -$9.31K 0.19% 123
2022
Q3 		$264K Sell
5,808
-400
-6% -$19.3K 0.21% 113
2022
Q2 		$294K Hold
6,208
– – 0.23% 108
2022
Q1 		$320K Sell
6,208
-32
-0.5% -$1.57K 0.21% 109
2021
Q4 		$305K Sell
6,240
-1,925
-24% -$84.4K 0.2% 107
2021
Q3 		$335K Buy
8,165
+75
+0.9% +$3.38K 0.23% 101
2021
Q2 		$386K Sell
8,090
-1,175
-13% -$55.9K 0.27% 93
2021
Q1 		$443K Sell
9,265
-246
-3% -$11.6K 0.35% 77
2020
Q4 		$443K Buy
+9,511
New +$464K 0.42% 65

Other funds holding HRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return