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Great Waters Wealth Management’s Hormel Foods HRL Stock Holding History

Great Waters 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
Q2 		– Sell
-6,152
Closed -$215K – 105
2024
Q1 		$215K Hold
6,152
– – 0.04% 91
2023
Q4 		$201K Hold
6,152
– – 0.04% 92
2023
Q3 		$227K Hold
6,152
– – 0.05% 80
2023
Q2 		$247K Hold
6,152
– – 0.05% 76
2023
Q1 		$245K Hold
6,152
– – 0.05% 76
2022
Q4 		$275K Buy
+6,152
New +$286K 0.06% 75

Other funds holding HRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
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
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Great Waters Wealth Management's HRL Position: Q2 2024 in Review

Great Waters Wealth Management sold out of Hormel Foods (HRL) in Q2 2024, closing a stake of 6,152 shares — an estimated $215K sold.

Great Waters Wealth Management first reported a position in HRL in Q4 2022 and held it in 6 quarters. The position peaked at $275K in Q4 2022. 618 funds tracked by Wall St. Rank hold HRL as of Q2 2024.

  • Great Waters Wealth Management reported no remaining Hormel Foods position as of Q2 2024 after selling out during the quarter.
  • Great Waters Wealth Management sold 6,152 Hormel Foods shares in Q2 2024, an estimated $215K.
  • Great Waters Wealth Management first reported a position in Hormel Foods in Q4 2022 and held it in 6 quarters.
  • Great Waters Wealth Management's Hormel Foods position peaked at $275K in Q4 2022.
  • 618 funds tracked by Wall St. Rank held Hormel Foods as of Q2 2024.

Based on Great Waters Wealth Management's 13F filing for Q2 2024, filed 9 Jul 2024.