Halpern Financial’s Hormel Foods HRL Stock Holding History

Halpern Financial’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
2021 Q3	–	Sell	-40	Closed	-$1.91K	–	272
2021 Q2	$1.91K	Hold	40	–	–	﹤0.01%	223
2021 Q1	$1.91K	Hold	40	–	–	﹤0.01%	222
2020 Q4	$1.86K	Hold	40	–	–	﹤0.01%	181
2020 Q3	$1.96K	Hold	40	–	–	﹤0.01%	176
2020 Q2	$1.93K	Buy	+40	New	+$1.91K	﹤0.01%	151

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 $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

MPI

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

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

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

CIP

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

Halpern Financial's HRL Position: Q3 2021 in Review

Halpern Financial sold out of Hormel Foods (HRL) in Q3 2021, closing a stake of 40 shares — an estimated $1.91K sold.

Halpern Financial first reported a position in HRL in Q2 2020 and held it in 5 quarters. The position peaked at $1.96K in Q3 2020. 632 funds tracked by Wall St. Rank hold HRL as of Q3 2021.

Halpern Financial reported no remaining Hormel Foods position as of Q3 2021 after selling out during the quarter.
Halpern Financial sold 40 Hormel Foods shares in Q3 2021, an estimated $1.91K.
Halpern Financial first reported a position in Hormel Foods in Q2 2020 and held it in 5 quarters.
Halpern Financial's Hormel Foods position peaked at $1.96K in Q3 2020.
632 funds tracked by Wall St. Rank held Hormel Foods as of Q3 2021.

Based on Halpern Financial's 13F filing for Q3 2021, filed 21 Sep 2023.