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Lenox Wealth Advisors’s Hormel Foods HRL Stock Holding History

Lenox 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
2021
Q1 		– Sell
-20
Closed -$1K – 717
2020
Q4 		$1K Hold
20
– – ﹤0.01% 599
2020
Q3 		$1K Hold
20
– – ﹤0.01% 554
2020
Q2 		$1K Buy
+20
New +$956 ﹤0.01% 560
2020
Q1 		– Sell
-2
Closed – – 848
2019
Q4 		$0 Buy
+2
New +$86 ﹤0.01% 765

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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Lenox Wealth Advisors's HRL Position: Q1 2021 in Review

Lenox Wealth Advisors sold out of Hormel Foods (HRL) in Q1 2021, closing a stake of 20 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in HRL in Q4 2019 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 648 funds tracked by Wall St. Rank hold HRL as of Q1 2021.

  • Lenox Wealth Advisors reported no remaining Hormel Foods position as of Q1 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 20 Hormel Foods shares in Q1 2021, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Hormel Foods in Q4 2019 and held it in 4 quarters.
  • Lenox Wealth Advisors's Hormel Foods position peaked at $1K in Q4 2020.
  • 648 funds tracked by Wall St. Rank held Hormel Foods as of Q1 2021.

Based on Lenox Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.