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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baldwin Wealth Partners's HRL Position: Q2 2024 in Review

Baldwin Wealth Partners sold out of Hormel Foods (HRL) in Q2 2024, closing a stake of 2,150 shares — an estimated $75K sold.

Baldwin Wealth Partners first reported a position in HRL in Q4 2022 and held it in 6 quarters. The position peaked at $1.36M in Q4 2022. 618 funds tracked by Wall St. Rank hold HRL as of Q2 2024.

Baldwin Wealth Partners reported no remaining Hormel Foods position as of Q2 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 2,150 Hormel Foods shares in Q2 2024, an estimated $75K.
Baldwin Wealth Partners first reported a position in Hormel Foods in Q4 2022 and held it in 6 quarters.
Baldwin Wealth Partners's Hormel Foods position peaked at $1.36M in Q4 2022.
618 funds tracked by Wall St. Rank held Hormel Foods as of Q2 2024.

Based on Baldwin Wealth Partners's 13F filing for Q2 2024, filed 12 Jul 2024.