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Avidian Wealth Enterprises’s Hormel Foods HRL Stock Holding History

Avidian Wealth Enterprises’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
2024
Q4 		– Sell
-9,897
Closed -$314K – 522
2024
Q3 		$314K Sell
9,897
-132
-1% -$4.19K 0.01% 392
2024
Q2 		$306K Buy
10,029
+1,273
+15% +$42.8K 0.01% 387
2024
Q1 		$305K Buy
+8,756
New +$279K 0.01% 356
2016
Q2 		– Sell
-5,170
Closed -$224K – 75
2016
Q1 		$224K Buy
+5,170
New +$215K 0.12% 71

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
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
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Avidian Wealth Enterprises's HRL Position: Q4 2024 in Review

Avidian Wealth Enterprises sold out of Hormel Foods (HRL) in Q4 2024, closing a stake of 9,897 shares — an estimated $314K sold.

Avidian Wealth Enterprises first reported a position in HRL in Q1 2016 and held it in 4 quarters. The position peaked at $314K in Q3 2024. 644 funds tracked by Wall St. Rank hold HRL as of Q4 2024.

  • Avidian Wealth Enterprises reported no remaining Hormel Foods position as of Q4 2024 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 9,897 Hormel Foods shares in Q4 2024, an estimated $314K.
  • Avidian Wealth Enterprises first reported a position in Hormel Foods in Q1 2016 and held it in 4 quarters.
  • Avidian Wealth Enterprises's Hormel Foods position peaked at $314K in Q3 2024.
  • 644 funds tracked by Wall St. Rank held Hormel Foods as of Q4 2024.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2024, filed 29 Jan 2025.