Adams Chetwood Wealth Management’s General Mills GIS Stock Holding History

Adams Chetwood Wealth Management’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
2022 Q1	$287K	Buy	4,240 +20	+0.5%	+$1.34K	0.16%	70
2021 Q4	$284K	Hold	4,220	–	–	0.19%	65
2021 Q3	$252K	Hold	4,220	–	–	0.18%	70
2021 Q2	$257K	Sell	4,220 -200	-5%	-$12.4K	0.18%	70
2021 Q1	$271K	Hold	4,420	–	–	0.21%	68
2020 Q4	$260K	Hold	4,420	–	–	0.22%	68
2020 Q3	$273K	Hold	4,420	–	–	0.26%	63
2020 Q2	$272K	Hold	4,420	–	–	0.28%	62
2020 Q1	$264K	Buy	4,420 +520	+13%	+$27.5K	0.31%	60
2019 Q4	$209K	Buy	+3,900	New	+$205K	0.21%	67

Other funds holding GIS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Adams Chetwood Wealth Management's GIS Position: Q1 2022 in Review

Adams Chetwood Wealth Management increased its General Mills (GIS) stake by 0.47% in Q1 2022, buying an estimated $1.34K and bringing the position to 4,240 shares worth $287K. The position accounts for 0.16% of the portfolio, ranked #70.

Adams Chetwood Wealth Management first reported a position in GIS in Q4 2019 and has held it in 10 quarters since. 1,526 funds tracked by Wall St. Rank hold GIS as of Q1 2022.

Adams Chetwood Wealth Management held 4,240 shares of General Mills worth $287K as of Q1 2022.
Adams Chetwood Wealth Management bought 20 General Mills shares in Q1 2022, an estimated $1.34K.
General Mills made up 0.16% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #70 holding.
Adams Chetwood Wealth Management first reported a position in General Mills in Q4 2019 and has held it in 10 quarters since.
1,526 funds tracked by Wall St. Rank held General Mills as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.