Clarus Wealth Advisors’s General Mills GIS Stock Holding History

Clarus Wealth Advisors’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	$289K	Buy	3,839 +127	+3%	+$10.9K	0.18%	101
2023 Q1	$323K	Buy	3,712 +36	+1%	+$2.88K	0.2%	96
2022 Q4	$309K	Buy	3,676 +49	+1%	+$3.99K	0.2%	98
2022 Q3	$277K	Buy	+3,627	New	+$276K	0.2%	88
2019 Q3	–	Sell	-1,802	Closed	-$95K	–	298
2019 Q2	$95K	Buy	1,802 +15	+0.8%	+$775	0.07%	201
2019 Q1	$93K	Buy	1,787 +118	+7%	+$5.34K	0.07%	209
2018 Q4	$65K	Buy	1,669 +315	+23%	+$13.3K	0.1%	225
2018 Q3	$58K	Buy	1,354 +1,124	+489%	+$50.9K	0.04%	271
2018 Q2	$10K	Buy	+230	New	+$10.1K	0.01%	524

Other funds holding GIS

BlackRock New York $5.7T 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Bank of America

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

T. Rowe Price Associates

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