Mission Wealth Management’s Hormel Foods HRL Stock Holding History

Mission 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
2023 Q3	–	Sell	-5,757	Closed	-$232K	–	561
2023 Q2	$232K	Buy	5,757 +92	+2%	+$3.69K	0.01%	492
2023 Q1	$226K	Sell	5,665 -125	-2%	-$5.4K	0.01%	484
2022 Q4	$264K	Buy	5,790 +1	+0%	+$47	0.01%	441
2022 Q3	$263K	Buy	5,789 +6	+0.1%	+$290	0.01%	422
2022 Q2	$274K	Buy	+5,783	New	+$289K	0.01%	412

Other funds holding HRL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mission Wealth Management's HRL Position: Q3 2023 in Review

Mission Wealth Management sold out of Hormel Foods (HRL) in Q3 2023, closing a stake of 5,757 shares — an estimated $232K sold.

Mission Wealth Management first reported a position in HRL in Q2 2022 and held it in 5 quarters. The position peaked at $274K in Q2 2022. 626 funds tracked by Wall St. Rank hold HRL as of Q3 2023.

Mission Wealth Management reported no remaining Hormel Foods position as of Q3 2023 after selling out during the quarter.
Mission Wealth Management sold 5,757 Hormel Foods shares in Q3 2023, an estimated $232K.
Mission Wealth Management first reported a position in Hormel Foods in Q2 2022 and held it in 5 quarters.
Mission Wealth Management's Hormel Foods position peaked at $274K in Q2 2022.
626 funds tracked by Wall St. Rank held Hormel Foods as of Q3 2023.

Based on Mission Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.