Sutton Wealth Advisors’s Hormel Foods HRL Stock Holding History

Sutton 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	$5.06K	Buy	133 +52	+64%	+$2.05K	﹤0.01%	585
2023 Q2	$3.26K	Buy	+81	New	+$3.25K	﹤0.01%	627
2022 Q3	–	Sell	-8	Closed	-$386	–	1680
2022 Q2	$379	Hold	8	–	–	﹤0.01%	1505
2022 Q1	$412	Buy	+8	New	+$392	﹤0.01%	1512
2021 Q4	–	Sell	-50	Closed	-$2.05K	–	1678
2021 Q3	$2.05K	Hold	50	–	–	﹤0.01%	1169
2021 Q2	$2.39K	Hold	50	–	–	﹤0.01%	1142
2021 Q1	$2.39K	Buy	50 +22	+79%	+$1.04K	﹤0.01%	1121
2020 Q4	$1.3K	Sell	28 -14	-33%	-$683	﹤0.01%	1152
2020 Q3	$2.05K	Hold	42	–	–	﹤0.01%	1069
2020 Q2	$2.03K	Buy	42 +24	+133%	+$1.15K	﹤0.01%	1058
2020 Q1	$840	Hold	18	–	–	﹤0.01%	1111
2019 Q4	$812	Hold	18	–	–	﹤0.01%	1131
2019 Q3	$787	Hold	18	–	–	﹤0.01%	1127
2019 Q2	$730	Buy	+18	New	+$730	﹤0.01%	1122

Other funds holding HRL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Sutton Wealth Advisors's HRL Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Hormel Foods (HRL) stake by 64% in Q3 2023, buying an estimated $2.05K and bringing the position to 133 shares worth $5.06K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Sutton Wealth Advisors first reported a position in HRL in Q2 2019 and has held it in 14 quarters since. 627 funds tracked by Wall St. Rank hold HRL as of Q3 2023.

Sutton Wealth Advisors held 133 shares of Hormel Foods worth $5.06K as of Q3 2023.
Sutton Wealth Advisors bought 52 Hormel Foods shares in Q3 2023, an estimated $2.05K.
Hormel Foods made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #585 holding.
Sutton Wealth Advisors first reported a position in Hormel Foods in Q2 2019 and has held it in 14 quarters since.
627 funds tracked by Wall St. Rank held Hormel Foods as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.