JP Morgan Private Wealth Advisors’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $6.07M | Buy |
+94,826
| New | +$6.7M | 0.02% | 469 |
|
|
2023
Q2 | – | Sell |
-173,864
| Closed | -$14.9M | – | 1636 |
|
|
2023
Q1 | $14.9M | Buy |
173,864
+2,156
| +1% | +$172K | 0.03% | 354 |
|
|
2022
Q4 | $14.4M | Buy |
171,708
+9,996
| +6% | +$814K | 0.03% | 356 |
|
|
2022
Q3 | $12.4M | Buy |
161,712
+13,491
| +9% | +$1.03M | 0.03% | 352 |
|
|
2022
Q2 | $11.2M | Buy |
148,221
+12,474
| +9% | +$874K | 0.03% | 380 |
|
|
2022
Q1 | $9.19M | Buy |
135,747
+22,429
| +20% | +$1.5M | 0.02% | 464 |
|
|
2021
Q4 | $7.63M | Buy |
113,318
+9,978
| +10% | +$634K | 0.02% | 506 |
|
|
2021
Q3 | $6.18M | Buy |
103,340
+16,407
| +19% | +$970K | 0.02% | 543 |
|
|
2021
Q2 | $5.3M | Buy |
86,933
+17,941
| +26% | +$1.11M | 0.01% | 579 |
|
|
2021
Q1 | $4.23M | Sell |
68,992
-6,548
| -9% | -$378K | 0.01% | 553 |
|
|
2020
Q4 | $4.44M | Buy |
75,540
+6,384
| +9% | +$386K | 0.01% | 514 |
|
|
2020
Q3 | $4.27M | Buy |
69,156
+2,560
| +4% | +$160K | 0.02% | 463 |
|
|
2020
Q2 | $4.11M | Buy |
66,596
+3,729
| +6% | +$225K | 0.02% | 404 |
|
|
2020
Q1 | $3.32M | Buy |
62,867
+750
| +1% | +$39.6K | 0.02% | 437 |
|
|
2019
Q4 | $3.33M | Buy |
62,117
+3,304
| +6% | +$174K | 0.02% | 514 |
|
|
2019
Q3 | $3.24M | Sell |
58,813
-5,827
| -9% | -$314K | 0.02% | 498 |
|
|
2019
Q2 | $3.4M | Sell |
64,640
-3,448
| -5% | -$178K | 0.02% | 474 |
|
|
2019
Q1 | $3.52M | Sell |
68,088
-12,729
| -16% | -$576K | 0.02% | 486 |
|
|
2018
Q4 | $3.15M | Sell |
80,817
-5,455
| -6% | -$230K | 0.02% | 465 |
|
|
2018
Q3 | $3.7M | Buy |
86,272
+7,137
| +9% | +$323K | 0.02% | 492 |
|
|
2018
Q2 | $3.5M | Buy |
79,135
+2,173
| +3% | +$95.1K | 0.02% | 476 |
|
|
2018
Q1 | $3.47M | Buy |
76,962
+15,633
| +25% | +$848K | 0.02% | 386 |
|
|
2017
Q4 | $3.64M | Sell |
61,329
-12,204
| -17% | -$660K | 0.02% | 380 |
|
|
2017
Q3 | $3.81M | Sell |
73,533
-502
| -0.7% | -$27.5K | 0.03% | 359 |
|
|
2017
Q2 | $4.1M | Sell |
74,035
-6,077
| -8% | -$347K | 0.03% | 338 |
|
|
2017
Q1 | $4.73M | Buy |
80,112
+12,377
| +18% | +$757K | 0.04% | 314 |
|
|
2016
Q4 | $4.18M | Buy |
67,735
+5,061
| +8% | +$314K | 0.04% | 308 |
|
|
2016
Q3 | $4M | Buy |
62,674
+4,081
| +7% | +$284K | 0.04% | 306 |
|
|
2016
Q2 | $4.18M | Buy |
58,593
+2,673
| +5% | +$170K | 0.04% | 294 |
|
|
2016
Q1 | $3.54M | Buy |
55,920
+10,078
| +22% | +$586K | 0.03% | 300 |
|
|
2015
Q4 | $2.64M | Buy |
45,842
+5,907
| +15% | +$340K | 0.03% | 321 |
|
|
2015
Q3 | $2.24M | Sell |
39,935
-4,474
| -10% | -$256K | 0.03% | 317 |
|
|
2015
Q2 | $2.48M | Sell |
44,409
-1,334
| -3% | -$74.7K | 0.03% | 328 |
|
|
2015
Q1 | $2.59M | Sell |
45,743
-5,686
| -11% | -$303K | 0.03% | 329 |
|
|
2014
Q4 | $2.74M | Buy |
51,429
+2,623
| +5% | +$136K | 0.03% | 328 |
|
|
2014
Q3 | $2.46M | Buy |
48,806
+6,310
| +15% | +$331K | 0.03% | 339 |
|
|
2014
Q2 | $2.23M | Sell |
42,496
-5,940
| -12% | -$317K | 0.04% | 277 |
|
|
2014
Q1 | $2.51M | Buy |
48,436
+16,179
| +50% | +$801K | 0.05% | 260 |
|
|
2013
Q4 | $1.61M | Buy |
32,257
+1,451
| +5% | +$72.2K | 0.03% | 281 |
|
|
2013
Q3 | $1.48M | Sell |
30,806
-446
| -1% | -$22.4K | 0.03% | 272 |
|
|
2013
Q2 | $1.52M | Buy |
+31,252
| New | +$1.54M | 0.04% | 271 |
|
Other funds holding GIS
JP Morgan Private Wealth Advisors's GIS Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in General Mills (GIS) in Q3 2023: 94,826 shares worth $6.07M. The stake represents 0.02% of the portfolio and ranks #469 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in GIS as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in GIS in Q2 2013 and has held it in 41 quarters since. The position peaked at $14.9M in Q1 2023. 1,503 funds tracked by Wall St. Rank hold GIS as of Q3 2023.
- JP Morgan Private Wealth Advisors held 94,826 shares of General Mills worth $6.07M as of Q3 2023.
- General Mills was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- General Mills made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #469 holding.
- JP Morgan Private Wealth Advisors first reported a position in General Mills in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's General Mills position peaked at $14.9M in Q1 2023.
- 1,503 funds tracked by Wall St. Rank held General Mills as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.