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Oak Point Wealth Management’s Hormel Foods HRL Stock Holding History

Oak Point 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
2018
Q1 		– Sell
-13,089
Closed -$478K – 220
2017
Q4 		$478K Buy
+13,089
New +$440K 0.47% 57

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BlackRock
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
VAM
ValueInvest Asset Management Luxembourg $1.47B AUM 0.87% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oak Point Wealth Management's HRL Position: Q1 2018 in Review

Oak Point Wealth Management sold out of Hormel Foods (HRL) in Q1 2018, closing a stake of 13,089 shares — an estimated $478K sold.

Oak Point Wealth Management first reported a position in HRL in Q4 2017 and held it in 1 quarter. The position peaked at $478K in Q4 2017. 543 funds tracked by Wall St. Rank hold HRL as of Q1 2018.

  • Oak Point Wealth Management reported no remaining Hormel Foods position as of Q1 2018 after selling out during the quarter.
  • Oak Point Wealth Management sold 13,089 Hormel Foods shares in Q1 2018, an estimated $478K.
  • Oak Point Wealth Management first reported a position in Hormel Foods in Q4 2017 and held it in 1 quarter.
  • Oak Point Wealth Management's Hormel Foods position peaked at $478K in Q4 2017.
  • 543 funds tracked by Wall St. Rank held Hormel Foods as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.