Johnson Midwest Financial’s General Mills GIS Stock Holding History

Johnson Midwest Financial’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	$23.2K	Buy	362 +1	+0.3%	+$71	0.05%	129
2023 Q2	$27.7K	Buy	361 +2	+0.6%	+$171	0.02%	121
2023 Q1	$30.7K	Sell	359 -103	-22%	-$8.22K	0.04%	116
2022 Q4	$39K	Buy	462 +2	+0.4%	+$163	0.14%	100
2022 Q3	$35	Buy	460 +82	+22%	+$6.25K	0.13%	103
2022 Q2	$29K	Buy	378 +102	+37%	+$7.14K	0.04%	105
2022 Q1	$19K	Buy	276 +1	+0.4%	+$67	0.03%	132
2021 Q4	$19K	Buy	275 +176	+178%	+$11.2K	0.01%	141
2021 Q3	$6K	Buy	99 +1	+1%	+$59	﹤0.01%	211
2021 Q2	$6K	Buy	98 +1	+1%	+$62	0.01%	195
2021 Q1	$6K	Buy	97 +1	+1%	+$58	0.01%	185
2020 Q4	$6K	Buy	+96	New	+$5.81K	0.01%	196

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

Johnson Midwest Financial's GIS Position: Q3 2023 in Review

Johnson Midwest Financial increased its General Mills (GIS) stake by 0.28% in Q3 2023, buying an estimated $71 and bringing the position to 362 shares worth $23.2K. The position accounts for 0.05% of the portfolio, ranked #129.

Johnson Midwest Financial first reported a position in GIS in Q4 2020 and has held it in 12 quarters since. The position peaked at $39K in Q4 2022. 1,501 funds tracked by Wall St. Rank hold GIS as of Q3 2023.

Johnson Midwest Financial held 362 shares of General Mills worth $23.2K as of Q3 2023.
Johnson Midwest Financial bought 1 General Mills share in Q3 2023, an estimated $71.
General Mills made up 0.05% of Johnson Midwest Financial's portfolio in Q3 2023, its #129 holding.
Johnson Midwest Financial first reported a position in General Mills in Q4 2020 and has held it in 12 quarters since.
Johnson Midwest Financial's General Mills position peaked at $39K in Q4 2022.
1,501 funds tracked by Wall St. Rank held General Mills as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.