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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

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

Modera Wealth Management's HRL Position: Q2 2024 in Review

Modera Wealth Management sold out of Hormel Foods (HRL) in Q2 2024, closing a stake of 6,781 shares — an estimated $237K sold.

Modera Wealth Management first reported a position in HRL in Q4 2021 and held it in 8 quarters. The position peaked at $361K in Q4 2021. 618 funds tracked by Wall St. Rank hold HRL as of Q2 2024.

  • Modera Wealth Management reported no remaining Hormel Foods position as of Q2 2024 after selling out during the quarter.
  • Modera Wealth Management sold 6,781 Hormel Foods shares in Q2 2024, an estimated $237K.
  • Modera Wealth Management first reported a position in Hormel Foods in Q4 2021 and held it in 8 quarters.
  • Modera Wealth Management's Hormel Foods position peaked at $361K in Q4 2021.
  • 618 funds tracked by Wall St. Rank held Hormel Foods as of Q2 2024.

Based on Modera Wealth Management's 13F filing for Q2 2024, filed 29 Jul 2024.