Keystone Financial Planning’s General Mills GIS Stock Holding History

Keystone Financial Planning’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	-9,898	Closed	-$670K	–	48
2022 Q1	$670K	Sell	9,898 -96,158	-91%	-$6.45M	0.22%	38
2021 Q4	$7.15M	Sell	106,056 -2,106	-2%	-$134K	2.43%	14
2021 Q3	$6.47M	Buy	+108,162	New	+$6.39M	2.35%	16
2020 Q2	–	Sell	-4,358	Closed	-$230K	–	47
2020 Q1	$230K	Sell	4,358 -115,039	-96%	-$6.07M	0.13%	43
2019 Q4	$6.39M	Buy	119,397 +895	+0.8%	+$47.2K	2.85%	16
2019 Q3	$6.53M	Sell	118,502 -1,303	-1%	-$70.2K	3.12%	14
2019 Q2	$6.29M	Sell	119,805 -865	-0.7%	-$44.7K	3.08%	12
2019 Q1	$6.25M	Sell	120,670 -190	-0.2%	-$8.61K	3.08%	16
2018 Q4	$4.71M	Sell	120,860 -3,189	-3%	-$135K	2.63%	18
2018 Q3	$5.32M	Sell	124,049 -7,140	-5%	-$323K	2.72%	20
2018 Q2	$5.81M	Buy	131,189 +5,656	+5%	+$248K	3.2%	15
2018 Q1	$5.66M	Buy	+125,533	New	+$6.81M	3.15%	14
2016 Q2	–	Sell	-4,036	Closed	-$256K	–	46
2016 Q1	$256K	Hold	4,036	–	–	0.18%	43
2015 Q4	$233K	Hold	4,036	–	–	0.18%	43
2015 Q3	$227K	Hold	4,036	–	–	0.18%	43
2015 Q2	$225K	Sell	4,036 -9	-0.2%	-$504	0.17%	42
2015 Q1	$229K	Hold	4,045	–	–	0.17%	42
2014 Q4	$216K	Hold	4,045	–	–	0.16%	45
2014 Q3	$204K	Hold	4,045	–	–	0.15%	45
2014 Q2	$213K	Hold	4,045	–	–	0.16%	47
2014 Q1	$210K	Hold	4,045	–	–	0.16%	52
2013 Q4	$202K	Buy	+4,045	New	+$201K	0.16%	53

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Keystone Financial Planning's GIS Position: Q2 2022 in Review

Keystone Financial Planning sold out of General Mills (GIS) in Q2 2022, closing a stake of 9,898 shares — an estimated $670K sold.

Keystone Financial Planning first reported a position in GIS in Q4 2013 and held it in 22 quarters. The position peaked at $7.15M in Q4 2021. 1,541 funds tracked by Wall St. Rank hold GIS as of Q2 2022.

Keystone Financial Planning reported no remaining General Mills position as of Q2 2022 after selling out during the quarter.
Keystone Financial Planning sold 9,898 General Mills shares in Q2 2022, an estimated $670K.
Keystone Financial Planning first reported a position in General Mills in Q4 2013 and held it in 22 quarters.
Keystone Financial Planning's General Mills position peaked at $7.15M in Q4 2021.
1,541 funds tracked by Wall St. Rank held General Mills as of Q2 2022.

Based on Keystone Financial Planning's 13F filing for Q2 2022, filed 19 Jul 2022.