Kiwi Wealth Investments Limited Partnership’s General Mills GIS Stock Holding History

Kiwi Wealth Investments Limited Partnership’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	–	Sell	-26,186	Closed	-$2.01M	–	103
2023 Q2	$2.01M	Sell	26,186 -15,409	-37%	-$1.32M	0.12%	126
2023 Q1	$3.55M	Sell	41,595 -22,745	-35%	-$1.82M	0.23%	100
2022 Q4	$5.39M	Buy	+64,340	New	+$5.24M	0.36%	72
2021 Q3	–	Sell	-86,018	Closed	-$5.24M	–	255
2021 Q2	$5.24M	Buy	86,018 +13,579	+19%	+$840K	0.27%	99
2021 Q1	$4.44M	Buy	72,439 +62,159	+605%	+$3.59M	0.26%	108
2020 Q4	$604K	Sell	10,280 -8,300	-45%	-$502K	0.04%	242
2020 Q3	$1.15M	Buy	+18,580	New	+$1.16M	0.08%	203
2018 Q1	–	Sell	-65,362	Closed	-$3.88M	–	176
2017 Q4	$3.88M	Buy	+65,362	New	+$3.54M	0.42%	68
2017 Q2	–	Sell	-178,116	Closed	-$10.5M	–	158
2017 Q1	$10.5M	Buy	+178,116	New	+$10.9M	0.87%	22

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

Kiwi Wealth Investments Limited Partnership's GIS Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of General Mills (GIS) in Q3 2023, closing a stake of 26,186 shares — an estimated $2.01M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in GIS in Q1 2017 and held it in 9 quarters. The position peaked at $10.5M in Q1 2017. 1,502 funds tracked by Wall St. Rank hold GIS as of Q3 2023.

Kiwi Wealth Investments Limited Partnership reported no remaining General Mills position as of Q3 2023 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 26,186 General Mills shares in Q3 2023, an estimated $2.01M.
Kiwi Wealth Investments Limited Partnership first reported a position in General Mills in Q1 2017 and held it in 9 quarters.
Kiwi Wealth Investments Limited Partnership's General Mills position peaked at $10.5M in Q1 2017.
1,502 funds tracked by Wall St. Rank held General Mills as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.