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 $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clarus Wealth Advisors's GIS Position: Q2 2023 in Review

Clarus Wealth Advisors increased its General Mills (GIS) stake by 3.4% in Q2 2023, buying an estimated $10.9K and bringing the position to 3,839 shares worth $289K. The position accounts for 0.18% of the portfolio, ranked #101.

Clarus Wealth Advisors first reported a position in GIS in Q2 2018 and has held it in 9 quarters since. The position peaked at $323K in Q1 2023. 1,640 funds tracked by Wall St. Rank hold GIS as of Q2 2023.

Clarus Wealth Advisors held 3,839 shares of General Mills worth $289K as of Q2 2023.
Clarus Wealth Advisors bought 127 General Mills shares in Q2 2023, an estimated $10.9K.
General Mills made up 0.18% of Clarus Wealth Advisors's portfolio in Q2 2023, its #101 holding.
Clarus Wealth Advisors first reported a position in General Mills in Q2 2018 and has held it in 9 quarters since.
Clarus Wealth Advisors's General Mills position peaked at $323K in Q1 2023.
1,640 funds tracked by Wall St. Rank held General Mills as of Q2 2023.

Based on Clarus Wealth Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.