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WR Wealth Planners’s Hormel Foods HRL Stock Holding History

WR Wealth Planners’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
Q4 		$144K Buy
4,579
+304
+7% +$9.53K 0.05% 189
2024
Q3 		$136K Buy
4,275
+1,494
+54% +$47.4K 0.04% 230
2024
Q2 		$84.8K Buy
2,781
+97
+4% +$3.26K 0.03% 266
2024
Q1 		$93.7K Buy
+2,684
New +$85.6K 0.03% 261
2023
Q4 		– Sell
-2,505
Closed -$95.3K – 484
2023
Q3 		$95.3K Buy
2,505
+201
+9% +$7.92K 0.04% 246
2023
Q2 		$92.7K Buy
2,304
+77
+3% +$3.09K 0.04% 250
2023
Q1 		$88.8K Buy
2,227
+2,221
+37,017% +$95.9K 0.04% 248
2022
Q4 		$273 Hold
6
– – ﹤0.01% 468
2022
Q3 		$273 Hold
6
– – ﹤0.01% 470
2022
Q2 		$284 Hold
6
– – ﹤0.01% 491
2022
Q1 		$309 Buy
+6
New +$294 ﹤0.01% 492

Other funds holding HRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

WR Wealth Planners's HRL Position: Q4 2024 in Review

WR Wealth Planners increased its Hormel Foods (HRL) stake by 7.1% in Q4 2024, buying an estimated $9.53K and bringing the position to 4,579 shares worth $144K. The position accounts for 0.05% of the portfolio, ranked #189.

WR Wealth Planners first reported a position in HRL in Q1 2022 and has held it in 11 quarters since. 643 funds tracked by Wall St. Rank hold HRL as of Q4 2024.

  • WR Wealth Planners held 4,579 shares of Hormel Foods worth $144K as of Q4 2024.
  • WR Wealth Planners bought 304 Hormel Foods shares in Q4 2024, an estimated $9.53K.
  • Hormel Foods made up 0.05% of WR Wealth Planners's portfolio in Q4 2024, its #189 holding.
  • WR Wealth Planners first reported a position in Hormel Foods in Q1 2022 and has held it in 11 quarters since.
  • 643 funds tracked by Wall St. Rank held Hormel Foods as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.