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Highland Private Wealth Management’s General Mills GIS Stock Holding History

Highland Private 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
Q4 		– Sell
-3,076
Closed -$235K – 61
2022
Q3 		$235K Buy
3,076
+237
+8% +$18.1K 0.04% 162
2022
Q2 		$214K Buy
+2,839
New +$199K 0.03% 173

Other funds holding GIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Highland Private Wealth Management's GIS Position: Q4 2022 in Review

Highland Private Wealth Management sold out of General Mills (GIS) in Q4 2022, closing a stake of 3,076 shares — an estimated $235K sold.

Highland Private Wealth Management first reported a position in GIS in Q2 2022 and held it in 2 quarters. The position peaked at $235K in Q3 2022. 1,669 funds tracked by Wall St. Rank hold GIS as of Q4 2022.

  • Highland Private Wealth Management reported no remaining General Mills position as of Q4 2022 after selling out during the quarter.
  • Highland Private Wealth Management sold 3,076 General Mills shares in Q4 2022, an estimated $235K.
  • Highland Private Wealth Management first reported a position in General Mills in Q2 2022 and held it in 2 quarters.
  • Highland Private Wealth Management's General Mills position peaked at $235K in Q3 2022.
  • 1,669 funds tracked by Wall St. Rank held General Mills as of Q4 2022.

Based on Highland Private Wealth Management's 13F filing for Q4 2022.