EdgeRock Capital’s General Mills GIS Stock Holding History

EdgeRock Capital’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	-625	Closed	-$48K	–	193
2022 Q3	$48K	Buy	+625	New	+$47.6K	0.03%	106

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

EdgeRock Capital's GIS Position: Q4 2022 in Review

EdgeRock Capital sold out of General Mills (GIS) in Q4 2022, closing a stake of 625 shares — an estimated $48K sold.

EdgeRock Capital first reported a position in GIS in Q3 2022 and held it in 1 quarter. The position peaked at $48K in Q3 2022. 1,667 funds tracked by Wall St. Rank hold GIS as of Q4 2022.

EdgeRock Capital reported no remaining General Mills position as of Q4 2022 after selling out during the quarter.
EdgeRock Capital sold 625 General Mills shares in Q4 2022, an estimated $48K.
EdgeRock Capital first reported a position in General Mills in Q3 2022 and held it in 1 quarter.
EdgeRock Capital's General Mills position peaked at $48K in Q3 2022.
1,667 funds tracked by Wall St. Rank held General Mills as of Q4 2022.

Based on EdgeRock Capital's 13F filing for Q4 2022, filed 14 Feb 2023.