SkyOak Wealth’s Hormel Foods HRL Stock Holding History

SkyOak Wealth’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 Q2	–	Sell	-5,750	Closed	-$229K	–	256
2023 Q1	$229K	Hold	5,750	–	–	0.07%	205
2022 Q4	$262K	Sell	5,750 -1,000	-15%	-$46.6K	0.09%	174
2022 Q3	$307K	Sell	6,750 -25	-0.4%	-$1.21K	0.11%	148
2022 Q2	$321K	Sell	6,775 -4,975	-42%	-$248K	0.11%	147
2022 Q1	$606K	Hold	11,750	–	–	0.17%	110
2021 Q4	$574K	Hold	11,750	–	–	0.15%	124
2021 Q3	$482K	Hold	11,750	–	–	0.13%	133
2021 Q2	$561K	Hold	11,750	–	–	0.15%	123
2021 Q1	$540K	Sell	11,750 -775	-6%	-$36.6K	0.15%	126
2020 Q4	$584K	Hold	12,525	–	–	0.18%	120
2020 Q3	$612K	Sell	12,525 -3,175	-20%	-$159K	0.22%	105
2020 Q2	$758K	Buy	15,700 +1,100	+8%	+$52.6K	0.28%	85
2020 Q1	$681K	Sell	14,600 -5,048	-26%	-$230K	0.35%	68
2019 Q4	$886K	Buy	+19,648	New	+$846K	0.27%	81

Other funds holding HRL

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

SkyOak Wealth's HRL Position: Q2 2023 in Review

SkyOak Wealth sold out of Hormel Foods (HRL) in Q2 2023, closing a stake of 5,750 shares — an estimated $229K sold.

SkyOak Wealth first reported a position in HRL in Q4 2019 and held it in 14 quarters. The position peaked at $886K in Q4 2019. 645 funds tracked by Wall St. Rank hold HRL as of Q2 2023.

SkyOak Wealth reported no remaining Hormel Foods position as of Q2 2023 after selling out during the quarter.
SkyOak Wealth sold 5,750 Hormel Foods shares in Q2 2023, an estimated $229K.
SkyOak Wealth first reported a position in Hormel Foods in Q4 2019 and held it in 14 quarters.
SkyOak Wealth's Hormel Foods position peaked at $886K in Q4 2019.
645 funds tracked by Wall St. Rank held Hormel Foods as of Q2 2023.

Based on SkyOak Wealth's 13F filing for Q2 2023, filed 20 Jul 2023.