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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

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

Elmwood Wealth Management's GIS Position: Q1 2022 in Review

Elmwood Wealth Management sold out of General Mills (GIS) in Q1 2022, closing a stake of 1,300 shares — an estimated $88K sold.

Elmwood Wealth Management first reported a position in GIS in Q1 2018 and held it in 13 quarters. The position peaked at $88K in Q4 2021. 1,527 funds tracked by Wall St. Rank hold GIS as of Q1 2022.

Elmwood Wealth Management reported no remaining General Mills position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 1,300 General Mills shares in Q1 2022, an estimated $88K.
Elmwood Wealth Management first reported a position in General Mills in Q1 2018 and held it in 13 quarters.
Elmwood Wealth Management's General Mills position peaked at $88K in Q4 2021.
1,527 funds tracked by Wall St. Rank held General Mills as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.