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Bradley & Co Private Wealth Management’s General Mills GIS Stock Holding History

Bradley & Co Private 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
2023
Q4 		– Sell
-5
Closed -$320 – 202
2023
Q3 		$320 Buy
+5
New +$353 ﹤0.01% 169

Other funds holding GIS

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State Street
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bradley & Co Private Wealth Management's GIS Position: Q4 2023 in Review

Bradley & Co Private Wealth Management sold out of General Mills (GIS) in Q4 2023, closing a stake of 5 shares — an estimated $320 sold.

Bradley & Co Private Wealth Management first reported a position in GIS in Q3 2023 and held it in 1 quarter. The position peaked at $320 in Q3 2023. 1,577 funds tracked by Wall St. Rank hold GIS as of Q4 2023.

  • Bradley & Co Private Wealth Management reported no remaining General Mills position as of Q4 2023 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 5 General Mills shares in Q4 2023, an estimated $320.
  • Bradley & Co Private Wealth Management first reported a position in General Mills in Q3 2023 and held it in 1 quarter.
  • Bradley & Co Private Wealth Management's General Mills position peaked at $320 in Q3 2023.
  • 1,577 funds tracked by Wall St. Rank held General Mills as of Q4 2023.

Based on Bradley & Co Private Wealth Management's 13F filing for Q4 2023, filed 2 Feb 2024.