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Doyle Wealth Management’s General Mills GIS Stock Holding History

Doyle 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
Q2 		– Sell
-3,034
Closed -$205K – 222
2022
Q1 		$205K Buy
3,034
+36
+1% +$2.42K 0.01% 232
2021
Q4 		$202K Sell
2,998
-441
-13% -$28K 0.01% 226
2021
Q3 		$206K Sell
3,439
-36
-1% -$2.13K 0.02% 217
2021
Q2 		$212K Buy
3,475
+50
+1% +$3.09K 0.02% 211
2021
Q1 		$210K Sell
3,425
-152
-4% -$8.77K 0.02% 206
2020
Q4 		$210K Sell
3,577
-433
-11% -$26.2K 0.02% 202
2020
Q3 		$247K Sell
4,010
-983
-20% -$61.4K 0.03% 162
2020
Q2 		$308K Sell
4,993
-721
-13% -$43.5K 0.04% 140
2020
Q1 		$302K Sell
5,714
-1,767
-24% -$93.3K 0.05% 134
2019
Q4 		$401K Sell
7,481
-725
-9% -$38.2K 0.05% 140
2019
Q3 		$452K Sell
8,206
-92
-1% -$4.96K 0.06% 125
2019
Q2 		$436K Hold
8,298
– – 0.06% 124
2019
Q1 		$428K Buy
8,298
+207
+3% +$9.38K 0.06% 123
2018
Q4 		$315K Sell
8,091
-803
-9% -$33.9K 0.05% 136
2018
Q3 		$382K Sell
8,894
-322
-3% -$14.6K 0.06% 131
2018
Q2 		$408K Buy
9,216
+421
+5% +$18.4K 0.07% 123
2018
Q1 		$396K Sell
8,795
-413
-4% -$22.4K 0.07% 116
2017
Q4 		$546K Buy
9,208
+1,414
+18% +$76.5K 0.09% 94
2017
Q3 		$403K Sell
7,794
-199
-2% -$10.9K 0.07% 100
2017
Q2 		$443K Buy
7,993
+737
+10% +$42.1K 0.08% 94
2017
Q1 		$428K Buy
+7,256
New +$444K 0.09% 89

Other funds holding GIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Doyle Wealth Management's GIS Position: Q2 2022 in Review

Doyle Wealth Management sold out of General Mills (GIS) in Q2 2022, closing a stake of 3,034 shares — an estimated $205K sold.

Doyle Wealth Management first reported a position in GIS in Q1 2017 and held it in 21 quarters. The position peaked at $546K in Q4 2017. 1,542 funds tracked by Wall St. Rank hold GIS as of Q2 2022.

  • Doyle Wealth Management reported no remaining General Mills position as of Q2 2022 after selling out during the quarter.
  • Doyle Wealth Management sold 3,034 General Mills shares in Q2 2022, an estimated $205K.
  • Doyle Wealth Management first reported a position in General Mills in Q1 2017 and held it in 21 quarters.
  • Doyle Wealth Management's General Mills position peaked at $546K in Q4 2017.
  • 1,542 funds tracked by Wall St. Rank held General Mills as of Q2 2022.

Based on Doyle Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.