JVL Associates’s General Mills GIS Stock Holding History

JVL 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 Q4	–	Sell	-5,138	Closed	-$394K	–	37
2022 Q3	$394K	Buy	+5,138	New	+$392K	0.24%	35

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JVL Associates's GIS Position: Q4 2022 in Review

JVL Associates sold out of General Mills (GIS) in Q4 2022, closing a stake of 5,138 shares — an estimated $394K sold.

JVL Associates first reported a position in GIS in Q3 2022 and held it in 1 quarter. The position peaked at $394K in Q3 2022. 1,667 funds tracked by Wall St. Rank hold GIS as of Q4 2022.

JVL Associates reported no remaining General Mills position as of Q4 2022 after selling out during the quarter.
JVL Associates sold 5,138 General Mills shares in Q4 2022, an estimated $394K.
JVL Associates first reported a position in General Mills in Q3 2022 and held it in 1 quarter.
JVL Associates's General Mills position peaked at $394K in Q3 2022.
1,667 funds tracked by Wall St. Rank held General Mills as of Q4 2022.

Based on JVL Associates's 13F filing for Q4 2022, filed 10 Jan 2023.