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Waverly Advisors’s Hormel Foods HRL Stock Holding History

Waverly 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
2018
Q4 		– Sell
-24,237
Closed -$955K – 159
2018
Q3 		$955K Hold
24,237
– – 0.14% 84
2018
Q2 		$902K Hold
24,237
– – 0.14% 85
2018
Q1 		$832K Sell
24,237
-184
-0.8% -$6.24K 0.13% 91
2017
Q4 		$889K Buy
24,421
+130
+0.5% +$4.37K 0.13% 103
2017
Q3 		$781K Hold
24,291
– – 0.17% 106
2017
Q2 		$829K Sell
24,291
-26
-0.1% -$896 0.21% 87
2017
Q1 		$842K Buy
+24,317
New +$867K 0.22% 81

Other funds holding HRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Waverly Advisors's HRL Position: Q4 2018 in Review

Waverly Advisors sold out of Hormel Foods (HRL) in Q4 2018, closing a stake of 24,237 shares — an estimated $955K sold.

Waverly Advisors first reported a position in HRL in Q1 2017 and held it in 7 quarters. The position peaked at $955K in Q3 2018. 591 funds tracked by Wall St. Rank hold HRL as of Q4 2018.

  • Waverly Advisors reported no remaining Hormel Foods position as of Q4 2018 after selling out during the quarter.
  • Waverly Advisors sold 24,237 Hormel Foods shares in Q4 2018, an estimated $955K.
  • Waverly Advisors first reported a position in Hormel Foods in Q1 2017 and held it in 7 quarters.
  • Waverly Advisors's Hormel Foods position peaked at $955K in Q3 2018.
  • 591 funds tracked by Wall St. Rank held Hormel Foods as of Q4 2018.

Based on Waverly Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.