FEG
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Financial Enhancement Group’s General Mills GIS Stock Holding History

Financial Enhancement Group’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
-65
Closed -$5K – 194
2022
Q3 		$5K Hold
65
– – ﹤0.01% 211
2022
Q2 		$5K Hold
65
– – ﹤0.01% 206
2022
Q1 		$4K Buy
+65
New +$4.36K ﹤0.01% 214

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

Financial Enhancement Group's GIS Position: Q4 2022 in Review

Financial Enhancement Group sold out of General Mills (GIS) in Q4 2022, closing a stake of 65 shares — an estimated $5K sold.

Financial Enhancement Group first reported a position in GIS in Q1 2022 and held it in 3 quarters. The position peaked at $5K in Q3 2022. 1,667 funds tracked by Wall St. Rank hold GIS as of Q4 2022.

  • Financial Enhancement Group reported no remaining General Mills position as of Q4 2022 after selling out during the quarter.
  • Financial Enhancement Group sold 65 General Mills shares in Q4 2022, an estimated $5K.
  • Financial Enhancement Group first reported a position in General Mills in Q1 2022 and held it in 3 quarters.
  • Financial Enhancement Group's General Mills position peaked at $5K in Q3 2022.
  • 1,667 funds tracked by Wall St. Rank held General Mills as of Q4 2022.

Based on Financial Enhancement Group's 13F filing for Q4 2022, filed 9 Feb 2023.