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Waverton Investment Management’s Hormel Foods HRL Stock Holding History

Waverton Investment Management’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
2013
Q4 		– Sell
-150,840
Closed -$3.18M – 174
2013
Q3 		$3.18M Buy
+150,840
New +$3.17M 0.19% 92

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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Waverton Investment Management's HRL Position: Q4 2013 in Review

Waverton Investment Management sold out of Hormel Foods (HRL) in Q4 2013, closing a stake of 150,840 shares — an estimated $3.18M sold.

Waverton Investment Management first reported a position in HRL in Q3 2013 and held it in 1 quarter. The position peaked at $3.18M in Q3 2013. 376 funds tracked by Wall St. Rank hold HRL as of Q4 2013.

  • Waverton Investment Management reported no remaining Hormel Foods position as of Q4 2013 after selling out during the quarter.
  • Waverton Investment Management sold 150,840 Hormel Foods shares in Q4 2013, an estimated $3.18M.
  • Waverton Investment Management first reported a position in Hormel Foods in Q3 2013 and held it in 1 quarter.
  • Waverton Investment Management's Hormel Foods position peaked at $3.18M in Q3 2013.
  • 376 funds tracked by Wall St. Rank held Hormel Foods as of Q4 2013.

Based on Waverton Investment Management's 13F filing for Q4 2013, filed 21 Jan 2014.