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McKinley Carter Wealth Services’s Hormel Foods HRL Stock Holding History

McKinley Carter Wealth Services’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
2019
Q1 		– Sell
-5,027
Closed -$215K – 152
2018
Q4 		$215K Sell
5,027
-1,474
-23% -$63.5K 0.07% 140
2018
Q3 		$256K Sell
6,501
-1,301
-17% -$49.8K 0.08% 144
2018
Q2 		$290K Sell
7,802
-2,108
-21% -$75.7K 0.09% 134
2018
Q1 		$340K Sell
9,910
-3,063
-24% -$104K 0.11% 123
2017
Q4 		$472K Sell
12,973
-7,887
-38% -$265K 0.16% 95
2017
Q3 		$670K Sell
20,860
-43,709
-68% -$1.43M 0.26% 75
2017
Q2 		$2.2M Buy
64,569
+775
+1% +$26.7K 0.97% 34
2017
Q1 		$2.21M Buy
63,794
+880
+1% +$31.4K 1.03% 34
2016
Q4 		$2.19M Sell
62,914
-618
-1% -$22.3K 1.11% 26
2016
Q3 		$2.41M Sell
63,532
-1,226
-2% -$45.5K 1.24% 22
2016
Q2 		$2.37M Sell
64,758
-36
-0.1% -$1.35K 1.23% 25
2016
Q1 		$2.8M Sell
64,794
-1,800
-3% -$75K 1.55% 14
2015
Q4 		$2.63M Buy
66,594
+274
+0.4% +$9.74K 1.51% 14
2015
Q3 		$2.1M Buy
66,320
+3,458
+6% +$104K 1.31% 21
2015
Q2 		$1.77M Buy
62,862
+912
+1% +$25.8K 0.96% 33
2015
Q1 		$1.76M Buy
61,950
+3,508
+6% +$96K 1.14% 32
2014
Q4 		$1.52M Buy
58,442
+7,218
+14% +$190K 1.19% 33
2014
Q3 		$1.32M Buy
+51,224
New +$1.25M 1.25% 27
2014
Q1 		– Sell
-23,228
Closed -$525K – 112
2013
Q4 		$525K Sell
23,228
-20,658
-47% -$452K 0.51% 56
2013
Q3 		$924K Sell
43,886
-578
-1% -$12.1K 1.09% 29
2013
Q2 		$858K Buy
+44,464
New +$903K 1.3% 27

Other funds holding HRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

McKinley Carter Wealth Services's HRL Position: Q1 2019 in Review

McKinley Carter Wealth Services sold out of Hormel Foods (HRL) in Q1 2019, closing a stake of 5,027 shares — an estimated $215K sold.

McKinley Carter Wealth Services first reported a position in HRL in Q2 2013 and held it in 21 quarters. The position peaked at $2.8M in Q1 2016. 592 funds tracked by Wall St. Rank hold HRL as of Q1 2019.

  • McKinley Carter Wealth Services reported no remaining Hormel Foods position as of Q1 2019 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 5,027 Hormel Foods shares in Q1 2019, an estimated $215K.
  • McKinley Carter Wealth Services first reported a position in Hormel Foods in Q2 2013 and held it in 21 quarters.
  • McKinley Carter Wealth Services's Hormel Foods position peaked at $2.8M in Q1 2016.
  • 592 funds tracked by Wall St. Rank held Hormel Foods as of Q1 2019.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2019, filed 8 May 2019.