Wealthcare Advisory Partners’s Hormel Foods HRL Stock Holding History

Wealthcare Advisory Partners’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	-5,204	Closed	-$209K	–	723
2023 Q2	$209K	Buy	5,204 +48	+0.9%	+$1.93K	0.01%	665
2023 Q1	$206K	Sell	5,156 -21	-0.4%	-$907	0.01%	681
2022 Q4	$236K	Buy	+5,177	New	+$241K	0.01%	604
2022 Q2	–	Sell	-4,000	Closed	-$206K	–	591
2022 Q1	$206K	Sell	4,000 -200	-5%	-$9.8K	0.01%	516
2021 Q4	$205K	Buy	+4,200	New	+$184K	0.01%	541
2021 Q3	–	Sell	-4,244	Closed	-$203K	–	559
2021 Q2	$203K	Buy	4,244 +44	+1%	+$2.1K	0.01%	522
2021 Q1	$201K	Buy	+4,200	New	+$199K	0.01%	479
2020 Q4	–	Sell	-4,200	Closed	-$205K	–	446
2020 Q3	$205K	Hold	4,200	–	–	0.02%	332
2020 Q2	$203K	Hold	4,200	–	–	0.03%	296
2020 Q1	$196K	Hold	4,200	–	–	0.03%	262
2019 Q4	$189K	Buy	+4,200	New	+$181K	0.02%	309
2018 Q3	–	Sell	-75	Closed	-$3K	–	1260
2018 Q2	$3K	Hold	75	–	–	﹤0.01%	1071
2018 Q1	$3K	Hold	75	–	–	﹤0.01%	919
2017 Q4	$3K	Buy	+75	New	+$2.52K	﹤0.01%	878

Other funds holding HRL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MPI

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 Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wealthcare Advisory Partners's HRL Position: Q3 2023 in Review

Wealthcare Advisory Partners sold out of Hormel Foods (HRL) in Q3 2023, closing a stake of 5,204 shares — an estimated $209K sold.

Wealthcare Advisory Partners first reported a position in HRL in Q4 2017 and held it in 14 quarters. The position peaked at $236K in Q4 2022. 626 funds tracked by Wall St. Rank hold HRL as of Q3 2023.

Wealthcare Advisory Partners reported no remaining Hormel Foods position as of Q3 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 5,204 Hormel Foods shares in Q3 2023, an estimated $209K.
Wealthcare Advisory Partners first reported a position in Hormel Foods in Q4 2017 and held it in 14 quarters.
Wealthcare Advisory Partners's Hormel Foods position peaked at $236K in Q4 2022.
626 funds tracked by Wall St. Rank held Hormel Foods as of Q3 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2023, filed 12 Oct 2023.