LWM
GIS icon

Laidlaw Wealth Management’s General Mills GIS Stock Holding History

Laidlaw Wealth Management’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
-10,365
Closed -$795K – 308
2023
Q2 		$795K Sell
10,365
-4,281
-29% -$366K 0.16% 149
2023
Q1 		$1.25M Buy
14,646
+769
+6% +$61.4K 0.26% 103
2022
Q4 		$1.16M Buy
13,877
+2,901
+26% +$236K 0.25% 105
2022
Q3 		$841K Buy
10,976
+3,863
+54% +$294K 0.2% 124
2022
Q2 		$537K Buy
7,113
+3,044
+75% +$213K 0.11% 189
2022
Q1 		$276K Sell
4,069
-1,515
-27% -$102K 0.05% 317
2021
Q4 		$376K Buy
+5,584
New +$355K 0.06% 269

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Laidlaw Wealth Management's GIS Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of General Mills (GIS) in Q3 2023, closing a stake of 10,365 shares — an estimated $795K sold.

Laidlaw Wealth Management first reported a position in GIS in Q4 2021 and held it in 7 quarters. The position peaked at $1.25M in Q1 2023. 1,501 funds tracked by Wall St. Rank hold GIS as of Q3 2023.

  • Laidlaw Wealth Management reported no remaining General Mills position as of Q3 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 10,365 General Mills shares in Q3 2023, an estimated $795K.
  • Laidlaw Wealth Management first reported a position in General Mills in Q4 2021 and held it in 7 quarters.
  • Laidlaw Wealth Management's General Mills position peaked at $1.25M in Q1 2023.
  • 1,501 funds tracked by Wall St. Rank held General Mills as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.