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Center for Financial Planning’s Hormel Foods HRL Stock Holding History

Center for Financial Planning’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
Q2 		– Sell
-400
Closed -$14K – 602
2024
Q1 		$14K Buy
+400
New +$12.8K ﹤0.01% 365

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Invesco
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CIP
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Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
MPI
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Center for Financial Planning's HRL Position: Q2 2024 in Review

Center for Financial Planning sold out of Hormel Foods (HRL) in Q2 2024, closing a stake of 400 shares — an estimated $14K sold.

Center for Financial Planning first reported a position in HRL in Q1 2024 and held it in 1 quarter. The position peaked at $14K in Q1 2024. 618 funds tracked by Wall St. Rank hold HRL as of Q2 2024.

  • Center for Financial Planning reported no remaining Hormel Foods position as of Q2 2024 after selling out during the quarter.
  • Center for Financial Planning sold 400 Hormel Foods shares in Q2 2024, an estimated $14K.
  • Center for Financial Planning first reported a position in Hormel Foods in Q1 2024 and held it in 1 quarter.
  • Center for Financial Planning's Hormel Foods position peaked at $14K in Q1 2024.
  • 618 funds tracked by Wall St. Rank held Hormel Foods as of Q2 2024.

Based on Center for Financial Planning's 13F filing for Q2 2024, filed 18 Jul 2024.