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Berger Financial Group’s Hormel Foods HRL Stock Holding History

Berger Financial Group’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
-6,628
Closed -$208K – 426
2024
Q4 		$208K Sell
6,628
-349
-5% -$10.9K 0.01% 400
2024
Q3 		$221K Buy
+6,977
New +$222K 0.02% 365

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 $3.38T AUM 44.17% 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

Berger Financial Group's HRL Position: Q1 2025 in Review

Berger Financial Group sold out of Hormel Foods (HRL) in Q1 2025, closing a stake of 6,628 shares — an estimated $208K sold.

Berger Financial Group first reported a position in HRL in Q3 2024 and held it in 2 quarters. The position peaked at $221K in Q3 2024. 634 funds tracked by Wall St. Rank hold HRL as of Q1 2025.

  • Berger Financial Group reported no remaining Hormel Foods position as of Q1 2025 after selling out during the quarter.
  • Berger Financial Group sold 6,628 Hormel Foods shares in Q1 2025, an estimated $208K.
  • Berger Financial Group first reported a position in Hormel Foods in Q3 2024 and held it in 2 quarters.
  • Berger Financial Group's Hormel Foods position peaked at $221K in Q3 2024.
  • 634 funds tracked by Wall St. Rank held Hormel Foods as of Q1 2025.

Based on Berger Financial Group's 13F filing for Q1 2025, filed 12 May 2025.