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Wealthspire Advisors (Maryland)’s Hormel Foods HRL Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-871
Closed -$39K – 1137
2019
Q1 		$39K Buy
871
+4
+0.5% +$171 ﹤0.01% 984
2018
Q4 		$37K Buy
867
+23
+3% +$991 ﹤0.01% 977
2018
Q3 		$33K Buy
844
+4
+0.5% +$153 ﹤0.01% 1107
2018
Q2 		$31K Buy
840
+135
+19% +$4.85K ﹤0.01% 1140
2018
Q1 		$24K Sell
705
-24
-3% -$814 ﹤0.01% 1239
2017
Q4 		$27K Buy
729
+345
+90% +$11.6K ﹤0.01% 1232
2017
Q3 		$12K Sell
384
-4,382
-92% -$143K ﹤0.01% 1501
2017
Q2 		$163K Buy
4,766
+19
+0.4% +$655 0.02% 523
2017
Q1 		$164K Sell
4,747
-482
-9% -$17.2K 0.02% 457
2016
Q4 		$182K Buy
5,229
+89
+2% +$3.21K 0.03% 401
2016
Q3 		$195K Sell
5,140
-40
-0.8% -$1.49K 0.03% 392
2016
Q2 		$190K Buy
5,180
+4,400
+564% +$165K 0.03% 376
2016
Q1 		$34K Buy
780
+388
+99% +$16.2K 0.01% 798
2015
Q4 		$15K Buy
+392
New +$13.9K ﹤0.01% 1069

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 $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HRL Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Hormel Foods (HRL) in Q2 2019, closing a stake of 871 shares — an estimated $39K sold.

Wealthspire Advisors (Maryland) first reported a position in HRL in Q4 2015 and held it in 14 quarters. The position peaked at $195K in Q3 2016. 554 funds tracked by Wall St. Rank hold HRL as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Hormel Foods position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 871 Hormel Foods shares in Q2 2019, an estimated $39K.
  • Wealthspire Advisors (Maryland) first reported a position in Hormel Foods in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Hormel Foods position peaked at $195K in Q3 2016.
  • 554 funds tracked by Wall St. Rank held Hormel Foods as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.