MBM Wealth Consultants’s Hormel Foods HRL Stock Holding History

MBM Wealth Consultants’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	-290	Closed	-$12K	–	174
2023 Q1	$12K	Hold	290	–	–	﹤0.01%	212
2022 Q4	$13K	Hold	290	–	–	0.01%	215
2022 Q3	$13K	Sell	290 -290	-50%	-$14K	0.01%	202
2022 Q2	$27K	Hold	580	–	–	0.01%	186
2022 Q1	$30K	Hold	580	–	–	0.01%	201
2021 Q4	$28K	Hold	580	–	–	0.01%	198
2021 Q3	$24K	Hold	580	–	–	0.01%	199
2021 Q2	$28K	Hold	580	–	–	0.01%	171
2021 Q1	$28K	Hold	580	–	–	0.01%	167
2020 Q4	$27K	Sell	580 -120	-17%	-$5.86K	0.01%	157
2020 Q3	$34K	Sell	700 -300	-30%	-$15.1K	0.02%	145
2020 Q2	$48K	Hold	1,000	–	–	0.03%	123
2020 Q1	$47K	Hold	1,000	–	–	0.04%	113
2019 Q4	$45K	Buy	+1,000	New	+$43K	0.03%	125

Other funds holding HRL

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

MPI

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

MBM Wealth Consultants's HRL Position: Q2 2023 in Review

MBM Wealth Consultants sold out of Hormel Foods (HRL) in Q2 2023, closing a stake of 290 shares — an estimated $12K sold.

MBM Wealth Consultants first reported a position in HRL in Q4 2019 and held it in 14 quarters. The position peaked at $48K in Q2 2020. 645 funds tracked by Wall St. Rank hold HRL as of Q2 2023.

MBM Wealth Consultants reported no remaining Hormel Foods position as of Q2 2023 after selling out during the quarter.
MBM Wealth Consultants sold 290 Hormel Foods shares in Q2 2023, an estimated $12K.
MBM Wealth Consultants first reported a position in Hormel Foods in Q4 2019 and held it in 14 quarters.
MBM Wealth Consultants's Hormel Foods position peaked at $48K in Q2 2020.
645 funds tracked by Wall St. Rank held Hormel Foods as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.