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 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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

CIP

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MPI

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

Cassady Schiller Wealth Management's HRL Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Hormel Foods (HRL) stake by 0.9% in Q4 2024, buying an estimated $31 and bringing the position to 112 shares worth $3.51K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Cassady Schiller Wealth Management first reported a position in HRL in Q4 2021 and has held it in 10 quarters since. The position peaked at $6K in Q4 2021. 644 funds tracked by Wall St. Rank hold HRL as of Q4 2024.

Cassady Schiller Wealth Management held 112 shares of Hormel Foods worth $3.51K as of Q4 2024.
Cassady Schiller Wealth Management bought 1 Hormel Foods share in Q4 2024, an estimated $31.
Hormel Foods made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #478 holding.
Cassady Schiller Wealth Management first reported a position in Hormel Foods in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Hormel Foods position peaked at $6K in Q4 2021.
644 funds tracked by Wall St. Rank held Hormel Foods as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.