BWM
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BerganKDV Wealth Management’s Hormel Foods HRL Stock Holding History

BerganKDV 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
2023
Q2 		$226K Sell
5,611
-13
-0.2% -$521 0.02% 221
2023
Q1 		$224K Sell
5,624
-4,015
-42% -$173K 0.02% 225
2022
Q4 		$439K Hold
9,639
– – 0.05% 174
2022
Q3 		$438K Sell
9,639
-23
-0.2% -$1.11K 0.05% 171
2022
Q2 		$458K Sell
9,662
-31
-0.3% -$1.55K 0.05% 180
2022
Q1 		$500K Hold
9,693
– – 0.05% 186
2021
Q4 		$473K Buy
9,693
+1,272
+15% +$55.8K 0.05% 194
2021
Q3 		$345K Buy
8,421
+8,398
+36,513% +$379K 0.04% 211
2021
Q2 		$1K Hold
23
– – ﹤0.01% 919
2021
Q1 		$1K Hold
23
– – ﹤0.01% 866
2020
Q4 		$1K Buy
23
+7
+44% +$342 ﹤0.01% 867
2020
Q3 		$1K Sell
16
-71
-82% -$3.56K ﹤0.01% 815
2020
Q2 		$4K Buy
87
+72
+480% +$3.44K ﹤0.01% 658
2020
Q1 		$1K Hold
15
– – ﹤0.01% 833
2019
Q4 		$1K Hold
15
– – ﹤0.01% 857
2019
Q3 		$1K Hold
15
– – ﹤0.01% 662
2019
Q2 		$1K Hold
15
– – ﹤0.01% 703
2019
Q1 		$1K Sell
15
-646
-98% -$27.7K ﹤0.01% 698
2018
Q4 		$28K Sell
661
-12
-2% -$517 0.01% 361
2018
Q3 		$27K Sell
673
-467
-41% -$17.9K 0.01% 383
2018
Q2 		$42K Buy
+1,140
New +$40.9K 0.01% 341

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $1.02T AUM 30.18% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return