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Kore Private Wealth’s General Mills GIS Stock Holding History

Kore Private Wealth’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
2021
Q4 		– Sell
-6,918
Closed -$414K – 374
2021
Q3 		$414K Buy
6,918
+1,302
+23% +$76.9K 0.04% 266
2021
Q2 		$342K Buy
5,616
+821
+17% +$50.8K 0.04% 290
2021
Q1 		$294K Buy
4,795
+688
+17% +$39.7K 0.04% 275
2020
Q4 		$241K Buy
+4,107
New +$248K 0.04% 282
2020
Q3 		– Sell
-2,854
Closed -$175K – 580
2020
Q2 		$175K Sell
2,854
-35
-1% -$2.11K 0.04% 254
2020
Q1 		$152K Buy
2,889
+570
+25% +$30.1K 0.04% 242
2019
Q4 		$124K Buy
+2,319
New +$122K 0.02% 325
2019
Q2 		– Sell
-2,000
Closed -$104K – 446
2019
Q1 		$104K Hold
2,000
– – 0.02% 281
2018
Q4 		$78K Buy
+2,000
New +$84.5K 0.02% 302

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kore Private Wealth's GIS Position: Q4 2021 in Review

Kore Private Wealth sold out of General Mills (GIS) in Q4 2021, closing a stake of 6,918 shares — an estimated $414K sold.

Kore Private Wealth first reported a position in GIS in Q4 2018 and held it in 9 quarters. The position peaked at $414K in Q3 2021. 1,518 funds tracked by Wall St. Rank hold GIS as of Q4 2021.

  • Kore Private Wealth reported no remaining General Mills position as of Q4 2021 after selling out during the quarter.
  • Kore Private Wealth sold 6,918 General Mills shares in Q4 2021, an estimated $414K.
  • Kore Private Wealth first reported a position in General Mills in Q4 2018 and held it in 9 quarters.
  • Kore Private Wealth's General Mills position peaked at $414K in Q3 2021.
  • 1,518 funds tracked by Wall St. Rank held General Mills as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.