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San Luis Wealth Advisors’s Hormel Foods HRL Stock Holding History

San Luis Wealth 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
2023
Q3 		– Sell
-37,057
Closed -$1.49M – 103
2023
Q2 		$1.49M Sell
37,057
-3,126
-8% -$125K 0.53% 49
2023
Q1 		$1.6M Buy
+40,183
New +$1.74M 0.61% 49

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San Luis Wealth Advisors's HRL Position: Q3 2023 in Review

San Luis Wealth Advisors sold out of Hormel Foods (HRL) in Q3 2023, closing a stake of 37,057 shares — an estimated $1.49M sold.

San Luis Wealth Advisors first reported a position in HRL in Q1 2023 and held it in 2 quarters. The position peaked at $1.6M in Q1 2023. 626 funds tracked by Wall St. Rank hold HRL as of Q3 2023.

  • San Luis Wealth Advisors reported no remaining Hormel Foods position as of Q3 2023 after selling out during the quarter.
  • San Luis Wealth Advisors sold 37,057 Hormel Foods shares in Q3 2023, an estimated $1.49M.
  • San Luis Wealth Advisors first reported a position in Hormel Foods in Q1 2023 and held it in 2 quarters.
  • San Luis Wealth Advisors's Hormel Foods position peaked at $1.6M in Q1 2023.
  • 626 funds tracked by Wall St. Rank held Hormel Foods as of Q3 2023.

Based on San Luis Wealth Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.