Sweet Financial Partners’s Hormel Foods HRL Stock Holding History

Sweet Financial Partners’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 Q3	$1.45M	Buy	45,746 +132	+0.3%	+$4.19K	0.31%	67
2024 Q2	$1.39M	Sell	45,614 -419	-0.9%	-$14.1K	0.32%	65
2024 Q1	$1.61M	Buy	46,033 +85	+0.2%	+$2.71K	0.37%	60
2023 Q4	$1.48M	Sell	45,948 -380	-0.8%	-$12.4K	0.35%	61
2023 Q3	$1.76M	Buy	46,328 +99	+0.2%	+$3.9K	0.47%	45
2023 Q2	$1.86M	Buy	46,229 +871	+2%	+$34.9K	0.48%	42
2023 Q1	$1.81M	Buy	45,358 +74	+0.2%	+$3.19K	0.5%	32
2022 Q4	$2.06M	Sell	45,284 -744	-2%	-$34.6K	0.61%	27
2022 Q3	$2.09M	Buy	46,028 +749	+2%	+$36.2K	0.67%	21
2022 Q2	$2.14M	Buy	45,279 +179	+0.4%	+$8.93K	0.67%	21
2022 Q1	$2.32M	Buy	45,100 +2,777	+7%	+$136K	0.62%	26
2021 Q4	$2.07M	Buy	+42,323	New	+$1.86M	0.86%	18

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 $3.37T AUM 44.26% 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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Sweet Financial Partners's HRL Position: Q3 2024 in Review

Sweet Financial Partners increased its Hormel Foods (HRL) stake by 0.29% in Q3 2024, buying an estimated $4.19K and bringing the position to 45,746 shares worth $1.45M. The position accounts for 0.31% of the portfolio, ranked #67.

Sweet Financial Partners first reported a position in HRL in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.32M in Q1 2022. 625 funds tracked by Wall St. Rank hold HRL as of Q3 2024.

Sweet Financial Partners held 45,746 shares of Hormel Foods worth $1.45M as of Q3 2024.
Sweet Financial Partners bought 132 Hormel Foods shares in Q3 2024, an estimated $4.19K.
Hormel Foods made up 0.31% of Sweet Financial Partners's portfolio in Q3 2024, its #67 holding.
Sweet Financial Partners first reported a position in Hormel Foods in Q4 2021 and has held it in 12 quarters since.
Sweet Financial Partners's Hormel Foods position peaked at $2.32M in Q1 2022.
625 funds tracked by Wall St. Rank held Hormel Foods as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.