SSW
HRL icon

Smith Shellnut Wilson’s Hormel Foods HRL Stock Holding History

Smith Shellnut Wilson’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
Q4 		– Sell
-7,532
Closed -$286K – 129
2023
Q3 		$286K Hold
7,532
– – 0.18% 101
2023
Q2 		$303K Sell
7,532
-55
-0.7% -$2.21K 0.17% 102
2023
Q1 		$303K Hold
7,587
– – 0.18% 95
2022
Q4 		$346K Sell
7,587
-13
-0.2% -$605 0.21% 84
2022
Q3 		$345K Buy
7,600
+368
+5% +$17.8K 0.23% 71
2022
Q2 		$343K Sell
7,232
-519
-7% -$25.9K 0.21% 82
2022
Q1 		$399K Sell
7,751
-49
-0.6% -$2.4K 0.21% 84
2021
Q4 		$381K Buy
7,800
+200
+3% +$8.77K 0.19% 99
2021
Q3 		$312K Buy
7,600
+107
+1% +$4.83K 0.18% 103
2021
Q2 		$358K Sell
7,493
-136
-2% -$6.48K 0.21% 91
2021
Q1 		$365K Sell
7,629
-336
-4% -$15.9K 0.22% 84
2020
Q4 		$371K Sell
7,965
-640
-7% -$31.2K 0.22% 83
2020
Q3 		$421 Hold
8,605
– – 0.16% 70
2020
Q2 		$415K Sell
8,605
-192
-2% -$9.17K 0.3% 59
2020
Q1 		$410K Buy
8,797
+161
+2% +$7.32K 0.34% 54
2019
Q4 		$390K Hold
8,636
– – 0.26% 71
2019
Q3 		$378K Buy
8,636
+430
+5% +$18K 0.28% 67
2019
Q2 		$333K Buy
8,206
+220
+3% +$8.92K 0.25% 74
2019
Q1 		$357K Buy
7,986
+117
+1% +$5.01K 0.28% 65
2018
Q4 		$336K Sell
7,869
-117
-1% -$5.04K 0.36% 53
2018
Q3 		$315K Buy
+7,986
New +$306K 0.28% 67
2018
Q1 		$274K Sell
7,986
-4,081
-34% -$138K 0.24% 75
2017
Q4 		$439K Buy
12,067
+82
+0.7% +$2.76K 0.37% 56
2017
Q3 		$385K Buy
11,985
+5,621
+88% +$184K 0.34% 64
2017
Q2 		$233K Sell
6,364
-2,572
-29% -$88.6K 0.24% 113
2017
Q1 		$309K Buy
8,936
+1,138
+15% +$40.6K 0.28% 84
2016
Q4 		$271K Buy
+7,798
New +$282K 0.26% 98

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Smith Shellnut Wilson's HRL Position: Q4 2023 in Review

Smith Shellnut Wilson sold out of Hormel Foods (HRL) in Q4 2023, closing a stake of 7,532 shares — an estimated $286K sold.

Smith Shellnut Wilson first reported a position in HRL in Q4 2016 and held it in 27 quarters. The position peaked at $439K in Q4 2017. 623 funds tracked by Wall St. Rank hold HRL as of Q4 2023.

  • Smith Shellnut Wilson reported no remaining Hormel Foods position as of Q4 2023 after selling out during the quarter.
  • Smith Shellnut Wilson sold 7,532 Hormel Foods shares in Q4 2023, an estimated $286K.
  • Smith Shellnut Wilson first reported a position in Hormel Foods in Q4 2016 and held it in 27 quarters.
  • Smith Shellnut Wilson's Hormel Foods position peaked at $439K in Q4 2017.
  • 623 funds tracked by Wall St. Rank held Hormel Foods as of Q4 2023.

Based on Smith Shellnut Wilson's 13F filing for Q4 2023, filed 21 Feb 2024.