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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IVC Wealth Advisors's HRL Position: Q1 2023 in Review

IVC Wealth Advisors sold out of Hormel Foods (HRL) in Q1 2023, closing a stake of 5,608 shares — an estimated $255K sold.

IVC Wealth Advisors first reported a position in HRL in Q4 2020 and held it in 9 quarters. The position peaked at $443K in Q1 2021. 667 funds tracked by Wall St. Rank hold HRL as of Q1 2023.

  • IVC Wealth Advisors reported no remaining Hormel Foods position as of Q1 2023 after selling out during the quarter.
  • IVC Wealth Advisors sold 5,608 Hormel Foods shares in Q1 2023, an estimated $255K.
  • IVC Wealth Advisors first reported a position in Hormel Foods in Q4 2020 and held it in 9 quarters.
  • IVC Wealth Advisors's Hormel Foods position peaked at $443K in Q1 2021.
  • 667 funds tracked by Wall St. Rank held Hormel Foods as of Q1 2023.

Based on IVC Wealth Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.