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SVB Wealth’s Hormel Foods HRL Stock Holding History

SVB 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
Q3 		– Sell
-5,164
Closed -$208K – 899
2023
Q2 		$208K Buy
+5,164
New +$207K ﹤0.01% 810
2023
Q1 		– Sell
-7,223
Closed -$329K – 1045
2022
Q4 		$329K Sell
7,223
-651
-8% -$30.3K ﹤0.01% 709
2022
Q3 		$358K Buy
7,874
+1,440
+22% +$69.6K 0.01% 623
2022
Q2 		$304K Sell
6,434
-3,646
-36% -$182K ﹤0.01% 559
2022
Q1 		$519K Sell
10,080
-1,247
-11% -$61.1K 0.01% 447
2021
Q4 		$552K Buy
11,327
+155
+1% +$6.79K 0.01% 430
2021
Q3 		$458K Buy
11,172
+1,706
+18% +$76.9K 0.01% 627
2021
Q2 		$452K Buy
9,466
+132
+1% +$6.29K 0.01% 612
2021
Q1 		$446K Sell
9,334
-149
-2% -$7.05K 0.01% 556
2020
Q4 		$442K Buy
9,483
+1,773
+23% +$86.5K 0.01% 504
2020
Q3 		$377K Buy
+7,710
New +$387K 0.01% 474
2016
Q3 		– Sell
-5,580
Closed -$204K – 526
2016
Q2 		$204K Sell
5,580
-188
-3% -$7.03K 0.01% 486
2016
Q1 		$249K Buy
+5,768
New +$240K 0.01% 462
2015
Q4 		– Sell
-11,190
Closed -$354K – 552
2015
Q3 		$354K Sell
11,190
-620
-5% -$18.6K 0.01% 453
2015
Q2 		$333K Buy
11,810
+70
+0.6% +$1.98K 0.01% 479
2015
Q1 		$334K Sell
11,740
-546
-4% -$14.9K 0.01% 463
2014
Q4 		$320K Buy
+12,286
New +$324K 0.01% 459

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mairs & Power Inc
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SVB Wealth's HRL Position: Q3 2023 in Review

SVB Wealth sold out of Hormel Foods (HRL) in Q3 2023, closing a stake of 5,164 shares — an estimated $208K sold.

SVB Wealth first reported a position in HRL in Q4 2014 and held it in 17 quarters. The position peaked at $552K in Q4 2021. 626 funds tracked by Wall St. Rank hold HRL as of Q3 2023.

  • SVB Wealth reported no remaining Hormel Foods position as of Q3 2023 after selling out during the quarter.
  • SVB Wealth sold 5,164 Hormel Foods shares in Q3 2023, an estimated $208K.
  • SVB Wealth first reported a position in Hormel Foods in Q4 2014 and held it in 17 quarters.
  • SVB Wealth's Hormel Foods position peaked at $552K in Q4 2021.
  • 626 funds tracked by Wall St. Rank held Hormel Foods as of Q3 2023.

Based on SVB Wealth's 13F filing for Q3 2023, filed 23 Oct 2023.