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Moneta Group Investment Advisors’s Hormel Foods HRL Stock Holding History

Moneta Group Investment 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
Q3 		– Sell
-6,764
Closed -$323K – 464
2021
Q2 		$323K Buy
6,764
+88
+1% +$4.19K 0.01% 347
2021
Q1 		$319K Buy
6,676
+583
+10% +$27.6K 0.02% 321
2020
Q4 		$284K Sell
6,093
-2
-0% -$98 0.02% 260
2020
Q3 		$298K Sell
6,095
-99
-2% -$4.97K 0.03% 221
2020
Q2 		$299K Buy
6,194
+83
+1% +$3.97K 0.03% 211
2020
Q1 		$285K Buy
6,111
+791
+15% +$36K 0.03% 203
2019
Q4 		$240K Buy
5,320
+221
+4% +$9.51K 0.02% 221
2019
Q3 		$223K Buy
5,099
+92
+2% +$3.86K 0.02% 234
2019
Q2 		$203K Buy
5,007
+3
+0.1% +$122 0.02% 214
2019
Q1 		$224K Buy
5,004
+13
+0.3% +$557 0.02% 198
2018
Q4 		$213K Buy
+4,991
New +$215K 0.03% 193
2018
Q2 		– Sell
-5,000
Closed -$172K – 495
2018
Q1 		$172K Hold
5,000
– – 0.02% 210
2017
Q4 		$182K Buy
+5,000
New +$168K 0.03% 201

Other funds holding HRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Moneta Group Investment Advisors's HRL Position: Q3 2021 in Review

Moneta Group Investment Advisors sold out of Hormel Foods (HRL) in Q3 2021, closing a stake of 6,764 shares — an estimated $323K sold.

Moneta Group Investment Advisors first reported a position in HRL in Q4 2017 and held it in 13 quarters. The position peaked at $323K in Q2 2021. 631 funds tracked by Wall St. Rank hold HRL as of Q3 2021.

  • Moneta Group Investment Advisors reported no remaining Hormel Foods position as of Q3 2021 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 6,764 Hormel Foods shares in Q3 2021, an estimated $323K.
  • Moneta Group Investment Advisors first reported a position in Hormel Foods in Q4 2017 and held it in 13 quarters.
  • Moneta Group Investment Advisors's Hormel Foods position peaked at $323K in Q2 2021.
  • 631 funds tracked by Wall St. Rank held Hormel Foods as of Q3 2021.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.