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B. Riley Wealth Management’s General Mills GIS Stock Holding History

B. Riley 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
Q2 		$459K Buy
6,083
+1,591
+35% +$111K 0.05% 312
2022
Q1 		$304K Sell
4,492
-268
-6% -$18K 0.02% 444
2021
Q4 		$321K Buy
4,760
+507
+12% +$32.2K 0.02% 454
2021
Q3 		$254K Buy
+4,253
New +$251K 0.02% 495
2020
Q2 		– Sell
-5,703
Closed -$301K – 476
2020
Q1 		$301K Buy
+5,703
New +$301K 0.03% 355
2019
Q4 		– Sell
-4,983
Closed -$275K – 413
2019
Q3 		$275K Sell
4,983
-267
-5% -$14.4K 0.05% 292
2019
Q2 		$276K Buy
5,250
+608
+13% +$31.4K 0.04% 303
2019
Q1 		$240K Sell
4,642
-692
-13% -$31.3K 0.04% 315
2018
Q4 		$208K Buy
5,334
+106
+2% +$4.48K 0.04% 301
2018
Q3 		$224K Buy
+5,228
New +$237K 0.06% 265
2016
Q1 		$308K Buy
4,872
+533
+12% +$31K 0.46% 79
2015
Q4 		$250K Buy
4,339
+19
+0.4% +$1.09K 0.32% 114
2015
Q3 		$242K Buy
4,320
+31
+0.7% +$1.78K 0.34% 112
2015
Q2 		$238K Buy
4,289
+33
+0.8% +$1.85K 0.19% 151
2015
Q1 		$240K Sell
4,256
-18
-0.4% -$960 0.18% 167
2014
Q4 		$227K Buy
4,274
+32
+0.8% +$1.65K 0.19% 138
2014
Q3 		$213K Buy
4,242
+18
+0.4% +$944 0.16% 178
2014
Q2 		$221K Buy
4,224
+129
+3% +$6.88K 0.14% 193
2014
Q1 		$212K Buy
+4,095
New +$203K 0.16% 176

Other funds holding GIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

B. Riley Wealth Management's GIS Position: Q2 2022 in Review

B. Riley Wealth Management increased its General Mills (GIS) stake by 35% in Q2 2022, buying an estimated $111K and bringing the position to 6,083 shares worth $459K. The position accounts for 0.05% of the portfolio, ranked #312.

B. Riley Wealth Management first reported a position in GIS in Q1 2014 and has held it in 19 quarters since. 1,543 funds tracked by Wall St. Rank hold GIS as of Q2 2022.

  • B. Riley Wealth Management held 6,083 shares of General Mills worth $459K as of Q2 2022.
  • B. Riley Wealth Management bought 1,591 General Mills shares in Q2 2022, an estimated $111K.
  • General Mills made up 0.05% of B. Riley Wealth Management's portfolio in Q2 2022, its #312 holding.
  • B. Riley Wealth Management first reported a position in General Mills in Q1 2014 and has held it in 19 quarters since.
  • 1,543 funds tracked by Wall St. Rank held General Mills as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.