CSWM
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Cassady Schiller Wealth Management’s Hormel Foods HRL Stock Holding History

Cassady Schiller 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
2024
Q4 		$3.51K Buy
112
+1
+0.9% +$31 ﹤0.01% 478
2024
Q3 		$3.52K Hold
111
– – ﹤0.01% 361
2024
Q2 		$3.38K Hold
111
– – ﹤0.01% 364
2024
Q1 		$3.87K Hold
111
– – ﹤0.01% 388
2023
Q4 		$3.56K Hold
111
– – ﹤0.01% 373
2023
Q3 		$4.22K Hold
111
– – ﹤0.01% 381
2023
Q2 		$4.46K Hold
111
– – ﹤0.01% 391
2023
Q1 		$4.43K Hold
111
– – ﹤0.01% 366
2022
Q4 		$5.06K Buy
+111
New +$5.17K ﹤0.01% 367
2022
Q1 		– Sell
-117
Closed -$6K – 319
2021
Q4 		$6K Buy
+117
New +$5.13K ﹤0.01% 346

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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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 $134B 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