Chico Wealth RIA’s General Mills GIS Stock Holding History

Chico Wealth RIA’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 Q2	–	Sell	-2,560	Closed	-$219K	–	24
2023 Q1	$219K	Hold	2,560	–	–	0.28%	19
2022 Q4	$215K	Buy	+2,560	New	+$209K	0.24%	19

Other funds holding GIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Chico Wealth RIA's GIS Position: Q2 2023 in Review

Chico Wealth RIA sold out of General Mills (GIS) in Q2 2023, closing a stake of 2,560 shares — an estimated $219K sold.

Chico Wealth RIA first reported a position in GIS in Q4 2022 and held it in 2 quarters. The position peaked at $219K in Q1 2023. 1,638 funds tracked by Wall St. Rank hold GIS as of Q2 2023.

Chico Wealth RIA reported no remaining General Mills position as of Q2 2023 after selling out during the quarter.
Chico Wealth RIA sold 2,560 General Mills shares in Q2 2023, an estimated $219K.
Chico Wealth RIA first reported a position in General Mills in Q4 2022 and held it in 2 quarters.
Chico Wealth RIA's General Mills position peaked at $219K in Q1 2023.
1,638 funds tracked by Wall St. Rank held General Mills as of Q2 2023.

Based on Chico Wealth RIA's 13F filing for Q2 2023, filed 10 Aug 2023.