Godshalk Welsh Capital Management’s General Mills GIS Stock Holding History

Godshalk Welsh Capital 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
2023 Q3	–	Sell	-2,850	Closed	-$219K	–	116
2023 Q2	$219K	Hold	2,850	–	–	0.15%	113
2023 Q1	$244K	Sell	2,850 -100	-3%	-$7.99K	0.17%	108
2022 Q4	$247K	Hold	2,950	–	–	0.18%	105
2022 Q3	$226K	Hold	2,950	–	–	0.17%	108
2022 Q2	$223K	Buy	+2,950	New	+$207K	0.16%	110
2018 Q1	–	Sell	-4,750	Closed	-$282K	–	111
2017 Q4	$282K	Sell	4,750 -400	-8%	-$21.6K	0.29%	99
2017 Q3	$267K	Hold	5,150	–	–	0.27%	112
2017 Q2	$285K	Sell	5,150 -500	-9%	-$28.5K	0.28%	106
2017 Q1	$333K	Sell	5,650 -1,050	-16%	-$64.2K	0.33%	102
2016 Q4	$414K	Hold	6,700	–	–	0.42%	84
2016 Q3	$428K	Sell	6,700 -545	-8%	-$37.9K	0.44%	84
2016 Q2	$517K	Hold	7,245	–	–	0.54%	75
2016 Q1	$459K	Sell	7,245 -25	-0.3%	-$1.45K	0.48%	82
2015 Q4	$419K	Sell	7,270 -300	-4%	-$17.3K	0.44%	90
2015 Q3	$425K	Hold	7,570	–	–	0.47%	85
2015 Q2	$422K	Sell	7,570 -550	-7%	-$30.8K	0.43%	91
2015 Q1	$460K	Buy	8,120 +75	+0.9%	+$4K	0.47%	81
2014 Q4	$429K	Buy	+8,045	New	+$416K	0.39%	91

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Godshalk Welsh Capital Management's GIS Position: Q3 2023 in Review

Godshalk Welsh Capital Management sold out of General Mills (GIS) in Q3 2023, closing a stake of 2,850 shares — an estimated $219K sold.

Godshalk Welsh Capital Management first reported a position in GIS in Q4 2014 and held it in 18 quarters. The position peaked at $517K in Q2 2016. 1,502 funds tracked by Wall St. Rank hold GIS as of Q3 2023.

Godshalk Welsh Capital Management reported no remaining General Mills position as of Q3 2023 after selling out during the quarter.
Godshalk Welsh Capital Management sold 2,850 General Mills shares in Q3 2023, an estimated $219K.
Godshalk Welsh Capital Management first reported a position in General Mills in Q4 2014 and held it in 18 quarters.
Godshalk Welsh Capital Management's General Mills position peaked at $517K in Q2 2016.
1,502 funds tracked by Wall St. Rank held General Mills as of Q3 2023.

Based on Godshalk Welsh Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.