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Buckley Wealth Management’s General Mills GIS Stock Holding History

Buckley 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
Q3 		– Sell
-3,058
Closed -$231K – 123
2022
Q2 		$231K Sell
3,058
-69
-2% -$4.83K 0.07% 128
2022
Q1 		$212K Buy
+3,127
New +$210K 0.06% 151

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Buckley Wealth Management's GIS Position: Q3 2022 in Review

Buckley Wealth Management sold out of General Mills (GIS) in Q3 2022, closing a stake of 3,058 shares — an estimated $231K sold.

Buckley Wealth Management first reported a position in GIS in Q1 2022 and held it in 2 quarters. The position peaked at $231K in Q2 2022. 1,576 funds tracked by Wall St. Rank hold GIS as of Q3 2022.

  • Buckley Wealth Management reported no remaining General Mills position as of Q3 2022 after selling out during the quarter.
  • Buckley Wealth Management sold 3,058 General Mills shares in Q3 2022, an estimated $231K.
  • Buckley Wealth Management first reported a position in General Mills in Q1 2022 and held it in 2 quarters.
  • Buckley Wealth Management's General Mills position peaked at $231K in Q2 2022.
  • 1,576 funds tracked by Wall St. Rank held General Mills as of Q3 2022.

Based on Buckley Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.