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Polaris Wealth Advisory Group’s Hormel Foods HRL Stock Holding History

Polaris Wealth Advisory Group’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
2020
Q1 		– Sell
-498,167
Closed -$22.9M – 143
2019
Q4 		$22.9M Buy
+498,167
New +$21.4M 1.53% 32
2018
Q4 		– Sell
-306
Closed -$12K – 282
2018
Q3 		$12K Buy
+306
New +$11.7K ﹤0.01% 384

Other funds holding HRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Polaris Wealth Advisory Group's HRL Position: Q1 2020 in Review

Polaris Wealth Advisory Group sold out of Hormel Foods (HRL) in Q1 2020, closing a stake of 498,167 shares — an estimated $22.9M sold.

Polaris Wealth Advisory Group first reported a position in HRL in Q3 2018 and held it in 2 quarters. The position peaked at $22.9M in Q4 2019. 622 funds tracked by Wall St. Rank hold HRL as of Q1 2020.

  • Polaris Wealth Advisory Group reported no remaining Hormel Foods position as of Q1 2020 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 498,167 Hormel Foods shares in Q1 2020, an estimated $22.9M.
  • Polaris Wealth Advisory Group first reported a position in Hormel Foods in Q3 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Hormel Foods position peaked at $22.9M in Q4 2019.
  • 622 funds tracked by Wall St. Rank held Hormel Foods as of Q1 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2020, filed 9 Apr 2020.