Elmwood Wealth Management’s General Mills GIS Stock Holding History

Elmwood 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 Q1	–	Sell	-1,300	Closed	-$88K	–	186
2021 Q4	$88K	Buy	+1,300	New	+$82.6K	0.04%	158
2021 Q2	$79K	Hold	1,300	–	–	0.04%	144
2021 Q1	$80K	Buy	+1,300	New	+$75K	0.05%	141
2020 Q3	$80K	Hold	1,300	–	–	0.06%	113
2020 Q2	$80K	Sell	1,300 -31	-2%	-$1.87K	0.06%	113
2020 Q1	$60K	Buy	+1,331	New	+$70.3K	0.06%	117
2019 Q4	–	Sell	-1,300	Closed	-$72K	–	146
2019 Q3	$72K	Hold	1,300	–	–	0.07%	103
2019 Q2	$68K	Hold	1,300	–	–	0.06%	118
2019 Q1	$67K	Sell	1,300 -31	-2%	-$1.4K	0.06%	114
2018 Q4	$52K	Hold	1,331	–	–	0.05%	126
2018 Q3	$57.1K	Hold	1,331	–	–	0.05%	133
2018 Q2	$58.9K	Hold	1,331	–	–	0.05%	125
2018 Q1	$60K	Buy	+1,331	New	+$72.2K	0.06%	117

Other funds holding GIS

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

BlackRock New York $5.7T AUM 30.48% 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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America

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