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DCM Advisors’s General Mills GIS Stock Holding History

DCM 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
2022
Q4 		– Sell
-12,620
Closed -$967K – 113
2022
Q3 		$967K Sell
12,620
-6,196
-33% -$472K 0.49% 49
2022
Q2 		$1.42M Sell
18,816
-1,583
-8% -$111K 0.62% 44
2022
Q1 		$1.38M Buy
20,399
+8,008
+65% +$537K 0.49% 56
2021
Q4 		$835K Buy
12,391
+6,857
+124% +$436K 0.25% 101
2021
Q3 		$331K Sell
5,534
-875
-14% -$51.7K 0.13% 177
2021
Q2 		$391K Buy
6,409
+520
+9% +$32.2K 0.22% 131
2021
Q1 		$361K Buy
5,889
+1,186
+25% +$68.4K 0.21% 136
2020
Q4 		$277K Buy
+4,703
New +$284K 0.16% 153

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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

DCM Advisors's GIS Position: Q4 2022 in Review

DCM Advisors sold out of General Mills (GIS) in Q4 2022, closing a stake of 12,620 shares — an estimated $967K sold.

DCM Advisors first reported a position in GIS in Q4 2020 and held it in 8 quarters. The position peaked at $1.42M in Q2 2022. 1,667 funds tracked by Wall St. Rank hold GIS as of Q4 2022.

  • DCM Advisors reported no remaining General Mills position as of Q4 2022 after selling out during the quarter.
  • DCM Advisors sold 12,620 General Mills shares in Q4 2022, an estimated $967K.
  • DCM Advisors first reported a position in General Mills in Q4 2020 and held it in 8 quarters.
  • DCM Advisors's General Mills position peaked at $1.42M in Q2 2022.
  • 1,667 funds tracked by Wall St. Rank held General Mills as of Q4 2022.

Based on DCM Advisors's 13F filing for Q4 2022, filed 11 Sep 2023.