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Joseph P. Lucia & Associates’s General Mills GIS Stock Holding History

Joseph P. Lucia & Associates’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
Q2 		– Sell
-250
Closed -$17K – 461
2022
Q1 		$17K Buy
+250
New +$16.8K 0.01% 280
2021
Q4 		– Sell
-250
Closed -$15K – 279
2021
Q3 		$15K Hold
250
– – 0.01% 339
2021
Q2 		$15K Hold
250
– – 0.01% 344
2021
Q1 		$15K Hold
250
– – 0.01% 317
2020
Q4 		$15K Buy
+250
New +$15.1K 0.01% 297

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Joseph P. Lucia & Associates's GIS Position: Q2 2022 in Review

Joseph P. Lucia & Associates sold out of General Mills (GIS) in Q2 2022, closing a stake of 250 shares — an estimated $17K sold.

Joseph P. Lucia & Associates first reported a position in GIS in Q4 2020 and held it in 5 quarters. The position peaked at $17K in Q1 2022. 1,541 funds tracked by Wall St. Rank hold GIS as of Q2 2022.

  • Joseph P. Lucia & Associates reported no remaining General Mills position as of Q2 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 250 General Mills shares in Q2 2022, an estimated $17K.
  • Joseph P. Lucia & Associates first reported a position in General Mills in Q4 2020 and held it in 5 quarters.
  • Joseph P. Lucia & Associates's General Mills position peaked at $17K in Q1 2022.
  • 1,541 funds tracked by Wall St. Rank held General Mills as of Q2 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2022, filed 26 Jul 2022.