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Intelligent Financial Strategies’s Hormel Foods HRL Stock Holding History

Intelligent Financial Strategies’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
-430
Closed -$15K – 85
2024
Q1 		$15K Hold
430
– – 0.01% 82
2023
Q4 		$13.8K Hold
430
– – 0.01% 73
2023
Q3 		$16.4K Hold
430
– – 0.01% 84
2023
Q2 		$17.3K Hold
430
– – 0.01% 84
2023
Q1 		$17.1K Sell
430
-572
-57% -$24.7K 0.01% 87
2022
Q4 		$45.7K Buy
1,002
+572
+133% +$26.6K 0.04% 67
2022
Q3 		$20K Hold
430
– – 0.02% 80
2022
Q2 		$20K Hold
430
– – 0.02% 85
2022
Q1 		$22K Sell
430
-572
-57% -$28K 0.02% 93
2021
Q4 		$49K Buy
+1,002
New +$43.9K 0.04% 71

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
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

Intelligent Financial Strategies's HRL Position: Q2 2024 in Review

Intelligent Financial Strategies sold out of Hormel Foods (HRL) in Q2 2024, closing a stake of 430 shares — an estimated $15K sold.

Intelligent Financial Strategies first reported a position in HRL in Q4 2021 and held it in 10 quarters. The position peaked at $49K in Q4 2021. 618 funds tracked by Wall St. Rank hold HRL as of Q2 2024.

  • Intelligent Financial Strategies reported no remaining Hormel Foods position as of Q2 2024 after selling out during the quarter.
  • Intelligent Financial Strategies sold 430 Hormel Foods shares in Q2 2024, an estimated $15K.
  • Intelligent Financial Strategies first reported a position in Hormel Foods in Q4 2021 and held it in 10 quarters.
  • Intelligent Financial Strategies's Hormel Foods position peaked at $49K in Q4 2021.
  • 618 funds tracked by Wall St. Rank held Hormel Foods as of Q2 2024.

Based on Intelligent Financial Strategies's 13F filing for Q2 2024, filed 25 Jul 2024.