Acima Private Wealth’s General Mills GIS Stock Holding History

Acima Private Wealth’s Portfolio GIS Stock Details GIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-86	Closed	-$7.35K	–	270
2023 Q1	$7.35K	Hold	86	–	–	﹤0.01%	233
2022 Q4	$7.21K	Hold	86	–	–	﹤0.01%	205
2022 Q3	$6.59K	Hold	86	–	–	﹤0.01%	212
2022 Q2	$6.49K	Hold	86	–	–	﹤0.01%	217
2022 Q1	$6K	Hold	86	–	–	﹤0.01%	222
2021 Q4	$6K	Hold	86	–	–	﹤0.01%	220
2021 Q3	$5K	Hold	86	–	–	﹤0.01%	216
2021 Q2	$5K	Hold	86	–	–	﹤0.01%	217
2021 Q1	$5K	Hold	86	–	–	﹤0.01%	217
2020 Q4	$5K	Hold	86	–	–	﹤0.01%	218
2020 Q3	$5K	Sell	86 -473	-85%	-$29.6K	﹤0.01%	203
2020 Q2	$34K	Sell	559 -69	-11%	-$4.16K	0.02%	175
2020 Q1	$33K	Sell	628 -718	-53%	-$37.9K	0.03%	174
2019 Q4	$72K	Hold	1,346	–	–	0.05%	173
2019 Q3	$74K	Buy	1,346 +19	+1%	+$1.02K	0.06%	171
2019 Q2	$70K	Buy	1,327 +97	+8%	+$5.01K	0.06%	163
2019 Q1	$64K	Buy	1,230 +473	+62%	+$21.4K	0.05%	161
2018 Q4	$29K	Buy	+757	New	+$32K	0.03%	182

Other funds holding GIS

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Acima Private Wealth's GIS Position: Q2 2023 in Review

Acima Private Wealth sold out of General Mills (GIS) in Q2 2023, closing a stake of 86 shares — an estimated $7.35K sold.

Acima Private Wealth first reported a position in GIS in Q4 2018 and held it in 18 quarters. The position peaked at $74K in Q3 2019. 1,640 funds tracked by Wall St. Rank hold GIS as of Q2 2023.

Acima Private Wealth reported no remaining General Mills position as of Q2 2023 after selling out during the quarter.
Acima Private Wealth sold 86 General Mills shares in Q2 2023, an estimated $7.35K.
Acima Private Wealth first reported a position in General Mills in Q4 2018 and held it in 18 quarters.
Acima Private Wealth's General Mills position peaked at $74K in Q3 2019.
1,640 funds tracked by Wall St. Rank held General Mills as of Q2 2023.

Based on Acima Private Wealth's 13F filing for Q2 2023, filed 29 Feb 2024.