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Legacy Financial Strategies’s Hormel Foods HRL Stock Holding History

Legacy 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
2023
Q2 		– Sell
-43,455
Closed -$1.73M – 80
2023
Q1 		$1.73M Buy
43,455
+4,275
+11% +$185K 0.64% 39
2022
Q4 		$1.78M Buy
39,180
+2,548
+7% +$119K 0.74% 34
2022
Q3 		$1.67M Buy
36,632
+2,539
+7% +$123K 0.77% 26
2022
Q2 		$1.61M Buy
34,093
+1,869
+6% +$93.3K 0.8% 25
2022
Q1 		$1.66M Buy
32,224
+3,136
+11% +$154K 0.71% 26
2021
Q4 		$1.42M Buy
29,088
+277
+1% +$12.1K 0.61% 35
2021
Q3 		$1.18M Buy
28,811
+2,455
+9% +$111K 0.56% 39
2021
Q2 		$1.26M Buy
26,356
+2,137
+9% +$102K 0.6% 36
2021
Q1 		$1.16M Buy
24,219
+5,036
+26% +$238K 0.61% 36
2020
Q4 		$894K Buy
19,183
+311
+2% +$15.2K 0.46% 37
2020
Q3 		$923K Buy
18,872
+786
+4% +$39.4K 0.53% 36
2020
Q2 		$873K Sell
18,086
-831
-4% -$39.7K 0.67% 31
2020
Q1 		$882K Buy
18,917
+904
+5% +$41.1K 0.84% 13
2019
Q4 		$813K Buy
18,013
+1,582
+10% +$68.1K 0.66% 33
2019
Q3 		$665K Buy
16,431
+1,105
+7% +$46.4K 0.59% 33
2019
Q2 		$632K Buy
15,326
+753
+5% +$30.5K 0.59% 35
2019
Q1 		$652K Sell
14,573
-486
-3% -$20.8K 0.56% 28
2018
Q4 		$643K Buy
15,059
+415
+3% +$17.9K 0.64% 16
2018
Q3 		$663K Buy
14,644
+1,916
+15% +$73.4K 0.67% 13
2018
Q2 		$474K Buy
12,728
+1,326
+12% +$47.6K 0.42% 47
2018
Q1 		$391K Buy
11,402
+3,736
+49% +$127K 0.38% 58
2017
Q4 		$279K Buy
+7,666
New +$258K 0.3% 77

Other funds holding HRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Legacy Financial Strategies's HRL Position: Q2 2023 in Review

Legacy Financial Strategies sold out of Hormel Foods (HRL) in Q2 2023, closing a stake of 43,455 shares — an estimated $1.73M sold.

Legacy Financial Strategies first reported a position in HRL in Q4 2017 and held it in 22 quarters. The position peaked at $1.78M in Q4 2022. 645 funds tracked by Wall St. Rank hold HRL as of Q2 2023.

  • Legacy Financial Strategies reported no remaining Hormel Foods position as of Q2 2023 after selling out during the quarter.
  • Legacy Financial Strategies sold 43,455 Hormel Foods shares in Q2 2023, an estimated $1.73M.
  • Legacy Financial Strategies first reported a position in Hormel Foods in Q4 2017 and held it in 22 quarters.
  • Legacy Financial Strategies's Hormel Foods position peaked at $1.78M in Q4 2022.
  • 645 funds tracked by Wall St. Rank held Hormel Foods as of Q2 2023.

Based on Legacy Financial Strategies's 13F filing for Q2 2023, filed 28 Jul 2023.