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KWB Wealth’s General Mills GIS Stock Holding History

KWB 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
2024
Q1 		– Sell
-5,294
Closed -$345K – 132
2023
Q4 		$345K Buy
5,294
+31
+0.6% +$2K 0.05% 96
2023
Q3 		$404K Hold
5,263
– – 0.06% 86
2023
Q2 		$404K Buy
5,263
+157
+3% +$13.4K 0.06% 89
2023
Q1 		$428K Hold
5,106
– – 0.08% 79
2022
Q4 		$428K Buy
5,106
+1,741
+52% +$142K 0.08% 72
2022
Q3 		$258K Buy
3,365
+161
+5% +$12.3K 0.05% 90
2022
Q2 		$242K Buy
+3,204
New +$224K 0.05% 92

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

KWB Wealth's GIS Position: Q1 2024 in Review

KWB Wealth sold out of General Mills (GIS) in Q1 2024, closing a stake of 5,294 shares — an estimated $345K sold.

KWB Wealth first reported a position in GIS in Q2 2022 and held it in 7 quarters. The position peaked at $428K in Q1 2023. 1,590 funds tracked by Wall St. Rank hold GIS as of Q1 2024.

  • KWB Wealth reported no remaining General Mills position as of Q1 2024 after selling out during the quarter.
  • KWB Wealth sold 5,294 General Mills shares in Q1 2024, an estimated $345K.
  • KWB Wealth first reported a position in General Mills in Q2 2022 and held it in 7 quarters.
  • KWB Wealth's General Mills position peaked at $428K in Q1 2023.
  • 1,590 funds tracked by Wall St. Rank held General Mills as of Q1 2024.

Based on KWB Wealth's 13F filing for Q1 2024, filed 19 Apr 2024.