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Planning Center Inc’s Hormel Foods HRL Stock Holding History

Planning Center Inc’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
Q4 		– Sell
-6,369
Closed -$242K – 61
2023
Q3 		$242K Hold
6,369
– – 0.06% 55
2023
Q2 		$256K Hold
6,369
– – 0.07% 55
2023
Q1 		$256K Hold
6,369
– – 0.07% 54
2022
Q4 		$290K Sell
6,369
-3,272
-34% -$152K 0.09% 51
2022
Q3 		$443K Hold
9,641
– – 0.35% 20
2022
Q2 		$463K Hold
9,641
– – 0.36% 22
2022
Q1 		$497K Hold
9,641
– – 1.43% 14
2021
Q4 		$459K Buy
+9,641
New +$423K 0.37% 21

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
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MPI
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ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Planning Center Inc's HRL Position: Q4 2023 in Review

Planning Center Inc sold out of Hormel Foods (HRL) in Q4 2023, closing a stake of 6,369 shares — an estimated $242K sold.

Planning Center Inc first reported a position in HRL in Q4 2021 and held it in 8 quarters. The position peaked at $497K in Q1 2022. 623 funds tracked by Wall St. Rank hold HRL as of Q4 2023.

  • Planning Center Inc reported no remaining Hormel Foods position as of Q4 2023 after selling out during the quarter.
  • Planning Center Inc sold 6,369 Hormel Foods shares in Q4 2023, an estimated $242K.
  • Planning Center Inc first reported a position in Hormel Foods in Q4 2021 and held it in 8 quarters.
  • Planning Center Inc's Hormel Foods position peaked at $497K in Q1 2022.
  • 623 funds tracked by Wall St. Rank held Hormel Foods as of Q4 2023.

Based on Planning Center Inc's 13F filing for Q4 2023, filed 23 Jan 2024.