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Avior Wealth Management’s Hormel Foods HRL Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-4,974
Closed -$156K – 1454
2024
Q4 		$156K Buy
4,974
+16
+0.3% +$501 0.01% 779
2024
Q3 		$157K Sell
4,958
-33
-0.7% -$1.05K 0.01% 762
2024
Q2 		$152K Sell
4,991
-67
-1% -$2.25K 0.01% 749
2024
Q1 		$176K Buy
5,058
+448
+10% +$14.3K 0.01% 746
2023
Q4 		$148K Sell
4,610
-1,063
-19% -$34.7K 0.01% 558
2023
Q3 		$216K Buy
5,673
+4,577
+418% +$180K 0.01% 507
2023
Q2 		$44.1K Hold
1,096
– – ﹤0.01% 793
2023
Q1 		$43.7K Buy
1,096
+1,081
+7,207% +$46.7K ﹤0.01% 803
2022
Q4 		$683 Hold
15
– – ﹤0.01% 1149
2022
Q3 		$0 Hold
15
– – ﹤0.01% 1213
2022
Q2 		$0 Hold
15
– – ﹤0.01% 1136
2022
Q1 		$0 Hold
15
– – ﹤0.01% 1156
2021
Q4 		$0 Hold
15
– – ﹤0.01% 1146
2021
Q3 		$0 Hold
15
– – ﹤0.01% 1107
2021
Q2 		$0 Hold
15
– – ﹤0.01% 1081
2021
Q1 		$0 Hold
15
– – ﹤0.01% 1074
2020
Q4 		$0 Hold
15
– – ﹤0.01% 1021
2020
Q3 		$0 Hold
15
– – ﹤0.01% 969
2020
Q2 		$0 Hold
15
– – ﹤0.01% 942
2020
Q1 		$0 Hold
15
– – ﹤0.01% 828
2019
Q4 		$0 Hold
15
– – ﹤0.01% 825
2019
Q3 		$0 Hold
15
– – ﹤0.01% 816
2019
Q2 		$1K Buy
+15
New +$608 ﹤0.01% 786

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Avior Wealth Management's HRL Position: Q1 2025 in Review

Avior Wealth Management sold out of Hormel Foods (HRL) in Q1 2025, closing a stake of 4,974 shares — an estimated $156K sold.

Avior Wealth Management first reported a position in HRL in Q2 2019 and held it in 23 quarters. The position peaked at $216K in Q3 2023. 633 funds tracked by Wall St. Rank hold HRL as of Q1 2025.

  • Avior Wealth Management reported no remaining Hormel Foods position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 4,974 Hormel Foods shares in Q1 2025, an estimated $156K.
  • Avior Wealth Management first reported a position in Hormel Foods in Q2 2019 and held it in 23 quarters.
  • Avior Wealth Management's Hormel Foods position peaked at $216K in Q3 2023.
  • 633 funds tracked by Wall St. Rank held Hormel Foods as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.