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Aevitas Wealth Management’s General Mills GIS Stock Holding History

Aevitas 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
Q4 		$343K Buy
4,093
+5
+0.1% +$407 0.2% 87
2022
Q3 		$313K Buy
4,088
+7
+0.2% +$534 0.24% 87
2022
Q2 		$308K Buy
4,081
+7
+0.2% +$490 0.21% 92
2022
Q1 		$276K Buy
4,074
+8
+0.2% +$537 0.17% 102
2021
Q4 		$274K Buy
4,066
+208
+5% +$13.2K 0.16% 110
2021
Q3 		$231K Buy
3,858
+358
+10% +$21.2K 0.15% 117
2021
Q2 		$213K Buy
3,500
+8
+0.2% +$495 0.14% 120
2021
Q1 		$214K Buy
3,492
+9
+0.3% +$519 0.15% 113
2020
Q4 		$205K Buy
3,483
+8
+0.2% +$484 0.15% 112
2020
Q3 		$214K Buy
3,475
+207
+6% +$12.9K 0.18% 103
2020
Q2 		$201K Buy
+3,268
New +$197K 0.19% 99
2019
Q2 		– Sell
-3,276
Closed -$169K – 183
2019
Q1 		$169K Sell
3,276
-995
-23% -$45.1K 0.15% 110
2018
Q4 		$166K Sell
4,271
-4,269
-50% -$180K 0.17% 105
2018
Q3 		$367K Sell
8,540
-623
-7% -$28.2K 0.33% 76
2018
Q2 		$406K Sell
9,163
-6,879
-43% -$301K 0.4% 65
2018
Q1 		$723K Sell
16,042
-1,631
-9% -$88.5K 0.72% 43
2017
Q4 		$1.05M Buy
+17,673
New +$956K 0.99% 33

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aevitas Wealth Management's GIS Position: Q4 2022 in Review

Aevitas Wealth Management increased its General Mills (GIS) stake by 0.12% in Q4 2022, buying an estimated $407 and bringing the position to 4,093 shares worth $343K. The position accounts for 0.2% of the portfolio, ranked #87.

Aevitas Wealth Management first reported a position in GIS in Q4 2017 and has held it in 17 quarters since. The position peaked at $1.05M in Q4 2017. 1,667 funds tracked by Wall St. Rank hold GIS as of Q4 2022.

  • Aevitas Wealth Management held 4,093 shares of General Mills worth $343K as of Q4 2022.
  • Aevitas Wealth Management bought 5 General Mills shares in Q4 2022, an estimated $407.
  • General Mills made up 0.2% of Aevitas Wealth Management's portfolio in Q4 2022, its #87 holding.
  • Aevitas Wealth Management first reported a position in General Mills in Q4 2017 and has held it in 17 quarters since.
  • Aevitas Wealth Management's General Mills position peaked at $1.05M in Q4 2017.
  • 1,667 funds tracked by Wall St. Rank held General Mills as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.