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UBP Investment Advisors’s Hormel Foods HRL Stock Holding History

UBP Investment 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
2021
Q2 		– Sell
-21,063
Closed -$1.01M – 124
2021
Q1 		$1.01M Buy
+21,063
New +$996K 0.41% 50

Other funds holding HRL

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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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBP Investment Advisors's HRL Position: Q2 2021 in Review

UBP Investment Advisors sold out of Hormel Foods (HRL) in Q2 2021, closing a stake of 21,063 shares — an estimated $1.01M sold.

UBP Investment Advisors first reported a position in HRL in Q1 2021 and held it in 1 quarter. The position peaked at $1.01M in Q1 2021. 638 funds tracked by Wall St. Rank hold HRL as of Q2 2021.

  • UBP Investment Advisors reported no remaining Hormel Foods position as of Q2 2021 after selling out during the quarter.
  • UBP Investment Advisors sold 21,063 Hormel Foods shares in Q2 2021, an estimated $1.01M.
  • UBP Investment Advisors first reported a position in Hormel Foods in Q1 2021 and held it in 1 quarter.
  • UBP Investment Advisors's Hormel Foods position peaked at $1.01M in Q1 2021.
  • 638 funds tracked by Wall St. Rank held Hormel Foods as of Q2 2021.

Based on UBP Investment Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.