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Liberty Wealth Management’s Hormel Foods HRL Stock Holding History

Liberty Wealth 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
2020
Q4 		– Sell
-1,314
Closed -$64.1K – 1003
2020
Q3 		$64K Sell
1,314
-477
-27% -$23.9K 0.04% 200
2020
Q2 		$86K Buy
1,791
+8
+0.4% +$382 0.06% 163
2020
Q1 		$83K Buy
1,783
+8
+0.5% +$364 0.07% 161
2019
Q4 		$80K Sell
1,775
-46
-3% -$1.98K 0.06% 185
2019
Q3 		$80K Buy
1,821
+8
+0.4% +$336 0.08% 170
2019
Q2 		$74K Buy
1,813
+9
+0.5% +$365 0.06% 200
2019
Q1 		$80K Buy
1,804
+8
+0.4% +$342 0.06% 164
2018
Q4 		$76K Buy
+1,796
New +$77.4K 0.06% 151

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 $3.38T AUM 44.17% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

Liberty Wealth Management's HRL Position: Q4 2020 in Review

Liberty Wealth Management sold out of Hormel Foods (HRL) in Q4 2020, closing a stake of 1,314 shares — an estimated $64.1K sold.

Liberty Wealth Management first reported a position in HRL in Q4 2018 and held it in 8 quarters. The position peaked at $86K in Q2 2020. 660 funds tracked by Wall St. Rank hold HRL as of Q4 2020.

  • Liberty Wealth Management reported no remaining Hormel Foods position as of Q4 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 1,314 Hormel Foods shares in Q4 2020, an estimated $64.1K.
  • Liberty Wealth Management first reported a position in Hormel Foods in Q4 2018 and held it in 8 quarters.
  • Liberty Wealth Management's Hormel Foods position peaked at $86K in Q2 2020.
  • 660 funds tracked by Wall St. Rank held Hormel Foods as of Q4 2020.

Based on Liberty Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.