BFC
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Bedel Financial Consulting’s General Mills GIS Stock Holding History

Bedel Financial Consulting’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 		– Sell
-2,238
Closed -$152K – 451
2022
Q1 		$152K Sell
2,238
-135
-6% -$9.05K 0.05% 217
2021
Q4 		$160K Buy
2,373
+135
+6% +$8.58K 0.05% 214
2021
Q3 		$134K Sell
2,238
-137
-6% -$8.1K 0.05% 226
2021
Q2 		$145K Buy
2,375
+137
+6% +$8.47K 0.05% 214
2021
Q1 		$137K Buy
2,238
+150
+7% +$8.65K 0.05% 216
2020
Q4 		$123K Hold
2,088
– – 0.05% 202
2020
Q3 		$129K Sell
2,088
-361
-15% -$22.6K 0.06% 177
2020
Q2 		$151K Sell
2,449
-337
-12% -$20.3K 0.08% 157
2020
Q1 		$147K Sell
2,786
-18
-0.6% -$951 0.1% 145
2019
Q4 		$150K Hold
2,804
– – 0.09% 167
2019
Q3 		$155K Sell
2,804
-390
-12% -$21K 0.09% 159
2019
Q2 		$168K Hold
3,194
– – 0.1% 152
2019
Q1 		$165K Hold
3,194
– – 0.11% 147
2018
Q4 		$124K Buy
3,194
+99
+3% +$4.18K 0.09% 161
2018
Q3 		$137K Sell
3,095
-56
-2% -$2.54K 0.09% 168
2018
Q2 		$139K Buy
3,151
+5
+0.2% +$219 0.1% 163
2018
Q1 		$142K Sell
3,146
-565
-15% -$30.6K 0.11% 163
2017
Q4 		$220K Buy
+3,711
New +$201K 0.2% 118

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
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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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return