GWANC
HRL icon

Guardian Wealth Advisors (North Carolina)’s Hormel Foods HRL Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q3 		– Sell
-6,573
Closed -$200K – 457
2024
Q2 		$200K Sell
6,573
-187
-3% -$6.29K 0.02% 258
2024
Q1 		$236K Buy
+6,760
New +$216K 0.03% 242

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 $3.38T AUM 44.17% 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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Mairs & Power Inc
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s HRL Position: Q3 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of Hormel Foods (HRL) in Q3 2024, closing a stake of 6,573 shares — an estimated $200K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in HRL in Q1 2024 and held it in 2 quarters. The position peaked at $236K in Q1 2024. 626 funds tracked by Wall St. Rank hold HRL as of Q3 2024.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Hormel Foods position as of Q3 2024 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 6,573 Hormel Foods shares in Q3 2024, an estimated $200K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Hormel Foods in Q1 2024 and held it in 2 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Hormel Foods position peaked at $236K in Q1 2024.
  • 626 funds tracked by Wall St. Rank held Hormel Foods as of Q3 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 14 Nov 2024.