Walled Lake Planning & Wealth Management’s Hormel Foods HRL Stock Holding History

Walled Lake Planning & 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
2021 Q4	–	Sell	-64	Closed	-$3K	–	193
2021 Q3	$3K	Hold	64	–	–	﹤0.01%	301
2021 Q2	$3K	Hold	64	–	–	﹤0.01%	285
2021 Q1	$3K	Hold	64	–	–	﹤0.01%	278
2020 Q4	$3K	Hold	64	–	–	﹤0.01%	266
2020 Q3	$3K	Hold	64	–	–	﹤0.01%	277
2020 Q2	$3K	Hold	64	–	–	﹤0.01%	265
2020 Q1	$3K	Hold	64	–	–	﹤0.01%	259
2019 Q4	$3K	Buy	+64	New	+$2.75K	﹤0.01%	246

Other funds holding HRL

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 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

Walled Lake Planning & Wealth Management's HRL Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Hormel Foods (HRL) in Q4 2021, closing a stake of 64 shares — an estimated $3K sold.

Walled Lake Planning & Wealth Management first reported a position in HRL in Q4 2019 and held it in 8 quarters. The position peaked at $3K in Q3 2021. 668 funds tracked by Wall St. Rank hold HRL as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Hormel Foods position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 64 Hormel Foods shares in Q4 2021, an estimated $3K.
Walled Lake Planning & Wealth Management first reported a position in Hormel Foods in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Hormel Foods position peaked at $3K in Q3 2021.
668 funds tracked by Wall St. Rank held Hormel Foods as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.