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Avantax Planning Partners’s Hormel Foods HRL Stock Holding History

Avantax Planning 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
Q4 		– Sell
-6,276
Closed -$239K – 377
2023
Q3 		$239K Sell
6,276
-1,498
-19% -$59K 0.01% 319
2023
Q2 		$313K Hold
7,774
– – 0.01% 291
2023
Q1 		$310K Sell
7,774
-114
-1% -$4.92K 0.01% 287
2022
Q4 		$359K Sell
7,888
-463
-6% -$21.6K 0.01% 272
2022
Q3 		$379K Buy
8,351
+990
+13% +$47.8K 0.02% 252
2022
Q2 		$349K Sell
7,361
-60
-0.8% -$2.99K 0.01% 254
2022
Q1 		$382K Buy
7,421
+35
+0.5% +$1.71K 0.02% 250
2021
Q4 		$361K Sell
7,386
-613
-8% -$26.9K 0.01% 248
2021
Q3 		$328K Sell
7,999
-10
-0.1% -$451 0.02% 242
2021
Q2 		$382K Hold
8,009
– – 0.02% 229
2021
Q1 		$383K Buy
8,009
+35
+0.4% +$1.66K 0.02% 212
2020
Q4 		$372K Sell
7,974
-1,602
-17% -$78.2K 0.02% 203
2020
Q3 		$468K Sell
9,576
-167
-2% -$8.38K 0.02% 185
2020
Q2 		$470K Sell
9,743
-89
-0.9% -$4.25K 0.03% 175
2020
Q1 		$459K Sell
9,832
-1,490
-13% -$67.8K 0.03% 161
2019
Q4 		$511K Sell
11,322
-1,450
-11% -$62.4K 0.03% 174
2019
Q3 		$559K Hold
12,772
– – 0.03% 154
2019
Q2 		$528K Buy
12,772
+23
+0.2% +$933 0.03% 163
2019
Q1 		$571K Sell
12,749
-941
-7% -$40.3K 0.04% 151
2018
Q4 		$584K Sell
13,690
-1,237
-8% -$53.3K 0.04% 132
2018
Q3 		$588K Sell
14,927
-440
-3% -$16.8K 0.05% 129
2018
Q2 		$572K Sell
15,367
-346
-2% -$12.4K 0.05% 123
2018
Q1 		$538K Buy
15,713
+346
+2% +$11.7K 0.05% 170
2017
Q4 		$559K Buy
15,367
+1,886
+14% +$63.4K 0.05% 156
2017
Q3 		$433K Buy
13,481
+41
+0.3% +$1.34K 0.03% 222
2017
Q2 		$458K Sell
13,440
-66
-0.5% -$2.27K 0.04% 201
2017
Q1 		$468K Hold
13,506
– – 0.04% 189
2016
Q4 		$470K Buy
+13,506
New +$488K 0.05% 170

Other funds holding HRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Avantax Planning Partners's HRL Position: Q4 2023 in Review

Avantax Planning Partners sold out of Hormel Foods (HRL) in Q4 2023, closing a stake of 6,276 shares — an estimated $239K sold.

Avantax Planning Partners first reported a position in HRL in Q4 2016 and held it in 28 quarters. The position peaked at $588K in Q3 2018. 623 funds tracked by Wall St. Rank hold HRL as of Q4 2023.

  • Avantax Planning Partners reported no remaining Hormel Foods position as of Q4 2023 after selling out during the quarter.
  • Avantax Planning Partners sold 6,276 Hormel Foods shares in Q4 2023, an estimated $239K.
  • Avantax Planning Partners first reported a position in Hormel Foods in Q4 2016 and held it in 28 quarters.
  • Avantax Planning Partners's Hormel Foods position peaked at $588K in Q3 2018.
  • 623 funds tracked by Wall St. Rank held Hormel Foods as of Q4 2023.

Based on Avantax Planning Partners's 13F filing for Q4 2023, filed 9 Feb 2024.