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Moran Wealth Management’s Hormel Foods HRL Stock Holding History

Moran 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
2023
Q2 		– Sell
-6,769
Closed -$270K – 396
2023
Q1 		$270K Buy
6,769
+1,654
+32% +$71.4K 0.01% 338
2022
Q4 		$233K Buy
+5,115
New +$238K 0.01% 330

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 $3.38T AUM 44.17% 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

Moran Wealth Management's HRL Position: Q2 2023 in Review

Moran Wealth Management sold out of Hormel Foods (HRL) in Q2 2023, closing a stake of 6,769 shares — an estimated $270K sold.

Moran Wealth Management first reported a position in HRL in Q4 2022 and held it in 2 quarters. The position peaked at $270K in Q1 2023. 645 funds tracked by Wall St. Rank hold HRL as of Q2 2023.

  • Moran Wealth Management reported no remaining Hormel Foods position as of Q2 2023 after selling out during the quarter.
  • Moran Wealth Management sold 6,769 Hormel Foods shares in Q2 2023, an estimated $270K.
  • Moran Wealth Management first reported a position in Hormel Foods in Q4 2022 and held it in 2 quarters.
  • Moran Wealth Management's Hormel Foods position peaked at $270K in Q1 2023.
  • 645 funds tracked by Wall St. Rank held Hormel Foods as of Q2 2023.

Based on Moran Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.