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Beacon Investment Advisors’s Hormel Foods HRL Stock Holding History

Beacon Investment Advisors’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
-12,080
Closed -$383K – 156
2024
Q3 		$383K Sell
12,080
-1,131
-9% -$35.9K 0.18% 120
2024
Q2 		$403K Sell
13,211
-706
-5% -$23.7K 0.21% 111
2024
Q1 		$486K Sell
13,917
-43
-0.3% -$1.37K 0.28% 83
2023
Q4 		$448K Buy
13,960
+242
+2% +$7.9K 0.29% 85
2023
Q3 		$522K Sell
13,718
-714
-5% -$28.1K 0.37% 72
2023
Q2 		$580K Sell
14,432
-22
-0.2% -$882 0.4% 69
2023
Q1 		$576K Buy
14,454
+224
+2% +$9.67K 0.42% 69
2022
Q4 		$648K Buy
+14,230
New +$663K 0.54% 59

Other funds holding HRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Beacon Investment Advisors's HRL Position: Q4 2024 in Review

Beacon Investment Advisors sold out of Hormel Foods (HRL) in Q4 2024, closing a stake of 12,080 shares — an estimated $383K sold.

Beacon Investment Advisors first reported a position in HRL in Q4 2022 and held it in 8 quarters. The position peaked at $648K in Q4 2022. 642 funds tracked by Wall St. Rank hold HRL as of Q4 2024.

  • Beacon Investment Advisors reported no remaining Hormel Foods position as of Q4 2024 after selling out during the quarter.
  • Beacon Investment Advisors sold 12,080 Hormel Foods shares in Q4 2024, an estimated $383K.
  • Beacon Investment Advisors first reported a position in Hormel Foods in Q4 2022 and held it in 8 quarters.
  • Beacon Investment Advisors's Hormel Foods position peaked at $648K in Q4 2022.
  • 642 funds tracked by Wall St. Rank held Hormel Foods as of Q4 2024.

Based on Beacon Investment Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.