Stokes Family Office’s Hormel Foods HRL Stock Holding History

Stokes Family Office’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	-11,782	Closed	-$411K	–	226
2024 Q1	$411K	Sell	11,782 -2,037	-15%	-$65K	0.05%	162
2023 Q4	$444K	Sell	13,819 -13,711	-50%	-$448K	0.06%	146
2023 Q3	$1.05M	Buy	27,530 +5,920	+27%	+$233K	0.12%	130
2023 Q2	$869K	Buy	+21,610	New	+$867K	0.1%	133

Other funds holding HRL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Stokes Family Office's HRL Position: Q2 2024 in Review

Stokes Family Office sold out of Hormel Foods (HRL) in Q2 2024, closing a stake of 11,782 shares — an estimated $411K sold.

Stokes Family Office first reported a position in HRL in Q2 2023 and held it in 4 quarters. The position peaked at $1.05M in Q3 2023. 618 funds tracked by Wall St. Rank hold HRL as of Q2 2024.

Stokes Family Office reported no remaining Hormel Foods position as of Q2 2024 after selling out during the quarter.
Stokes Family Office sold 11,782 Hormel Foods shares in Q2 2024, an estimated $411K.
Stokes Family Office first reported a position in Hormel Foods in Q2 2023 and held it in 4 quarters.
Stokes Family Office's Hormel Foods position peaked at $1.05M in Q3 2023.
618 funds tracked by Wall St. Rank held Hormel Foods as of Q2 2024.

Based on Stokes Family Office's 13F filing for Q2 2024, filed 5 Jul 2024.