BWP
HRL icon

Baldwin Wealth Partners’s Hormel Foods HRL Stock Holding History

Baldwin Wealth 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
2024
Q2 		– Sell
-2,150
Closed -$75K – 806
2024
Q1 		$75K Sell
2,150
-125
-5% -$3.99K 0.01% 305
2023
Q4 		$73K Sell
2,275
-17,587
-89% -$574K 0.01% 320
2023
Q3 		$755K Sell
19,862
-1,150
-5% -$45.3K 0.07% 119
2023
Q2 		$845K Sell
21,012
-8,225
-28% -$330K 0.07% 123
2023
Q1 		$1.17M Sell
29,237
-549
-2% -$23.7K 0.1% 105
2022
Q4 		$1.36M Buy
+29,786
New +$1.39M 0.12% 104

Other funds holding HRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return