MWM
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Modera Wealth Management’s Hormel Foods HRL Stock Holding History

Modera 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
-6,781
Closed -$237K – 580
2024
Q1 		$237K Buy
+6,781
New +$216K ﹤0.01% 519
2023
Q4 		– Sell
-6,758
Closed -$257K – 538
2023
Q3 		$257K Hold
6,758
– – ﹤0.01% 481
2023
Q2 		$272K Hold
6,758
– – ﹤0.01% 479
2023
Q1 		$270K Hold
6,758
– – 0.01% 300
2022
Q4 		$308K Hold
6,758
– – 0.01% 281
2022
Q3 		$307K Hold
6,758
– – 0.02% 239
2022
Q2 		$320K Buy
+6,758
New +$337K 0.02% 247
2022
Q1 		– Sell
-7,396
Closed -$361K – 466
2021
Q4 		$361K Buy
+7,396
New +$324K 0.01% 355

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return