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User

Nathaniel Simons

Meritage Group

Nathaniel Simons Hormel Foods Corp stake

total: 301

Meritage Group HRL trades

Total transactions:
2
New positions:
1
Sold out:
1
Held since:
2021 Q2
Held for:
1 quarter
Latest activity:
2021 Q3
According to 2026 Q2 report, Nathaniel Simons doesn't hold any Hormel Foods Corp (HRL) shares. To date, the estimated cost basis is nearly $47.73 for "buy" trades and estimated average "sell" price is $47.73. Meritage Group first purchased HRL in 2021 Q2, initially acquiring 6,600 shares. Since the initial investment in Hormel Foods Corp (HRL), Meritage Group has made 1 more transaction.

When did Nathaniel Simons sell Hormel Foods Corp (HRL)?

Nathaniel Simons sold off the entire Hormel Foods Corp (HRL) position in 2021 Q3.

When did Nathaniel Simons buy Hormel Foods Corp (HRL)?

Nathaniel Simons first invested in Hormel Foods Corp (HRL) in 2021 Q2 at the reported quarter-end price of $47.73 per share.

What's the cost basis of Meritage Group's HRL stake?

The estimated cost basis for Hormel Foods Corp (HRL) stake is around $47.73 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$47.73
Weighted AVG sell price:
$47.73

Nathaniel Simons's historical trades in Hormel Foods Corp

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2021 Q3
0.00%
0
$47.73
-100% (-6,600)
-0.01%
2021 Q2
0.01%
6,600
$47.73
$315,000
new
+0.01%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.