JWM
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Janiczek Wealth Management’s General Mills GIS Stock Holding History

Janiczek 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
2024
Q2 		$209K Sell
3,300
-474
-13% -$32.5K 0.04% 177
2024
Q1 		$264K Sell
3,774
-117
-3% -$7.62K 0.06% 150
2023
Q4 		$253K Buy
3,891
+1,657
+74% +$107K 0.06% 127
2023
Q3 		$143K Sell
2,234
-993
-31% -$70.2K 0.04% 191
2023
Q2 		$248K Sell
3,227
-32
-1% -$2.73K 0.07% 110
2023
Q1 		$283K Buy
3,259
+1,474
+83% +$118K 0.08% 87
2022
Q4 		$148K Buy
1,785
+378
+27% +$30.8K 0.04% 163
2022
Q3 		$108K Sell
1,407
-191
-12% -$14.6K 0.04% 183
2022
Q2 		$120K Sell
1,598
-268
-14% -$18.8K 0.04% 179
2022
Q1 		$126K Sell
1,866
-8
-0.4% -$537 0.03% 177
2021
Q4 		$126K Buy
1,874
+449
+32% +$28.5K 0.04% 161
2021
Q3 		$85K Buy
1,425
+359
+34% +$21.2K 0.03% 193
2021
Q2 		$65K Buy
1,066
+40
+4% +$2.47K 0.02% 208
2021
Q1 		$63K Sell
1,026
-127
-11% -$7.33K 0.03% 195
2020
Q4 		$68K Buy
1,153
+537
+87% +$32.5K 0.03% 152
2020
Q3 		$38K Buy
616
+81
+15% +$5.06K 0.02% 112
2020
Q2 		$33K Hold
535
– – 0.02% 100
2020
Q1 		$28K Hold
535
– – 0.02% 78
2019
Q4 		$29K Hold
535
– – 0.01% 81
2019
Q3 		$29K Hold
535
– – 0.01% 84
2019
Q2 		$28K Hold
535
– – 0.01% 89
2019
Q1 		$28K Hold
535
– – 0.01% 87
2018
Q4 		$21K Hold
535
– – 0.01% 94
2018
Q3 		$23K Hold
535
– – 0.01% 83
2018
Q2 		$24K Buy
+535
New +$23.4K 0.01% 84

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Janiczek Wealth Management's GIS Position: Q2 2024 in Review

Janiczek Wealth Management reduced its General Mills (GIS) stake by 13% in Q2 2024, selling an estimated $32.5K and leaving 3,300 shares worth $209K. The position accounts for 0.04% of the portfolio, ranked #177.

Janiczek Wealth Management first reported a position in GIS in Q2 2018 and has held it in 25 quarters since. The position peaked at $283K in Q1 2023. 1,534 funds tracked by Wall St. Rank hold GIS as of Q2 2024.

  • Janiczek Wealth Management held 3,300 shares of General Mills worth $209K as of Q2 2024.
  • Janiczek Wealth Management sold 474 General Mills shares in Q2 2024, an estimated $32.5K.
  • General Mills made up 0.04% of Janiczek Wealth Management's portfolio in Q2 2024, its #177 holding.
  • Janiczek Wealth Management first reported a position in General Mills in Q2 2018 and has held it in 25 quarters since.
  • Janiczek Wealth Management's General Mills position peaked at $283K in Q1 2023.
  • 1,534 funds tracked by Wall St. Rank held General Mills as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.