Lake Point Wealth Management’s General Mills GIS Stock Holding History

Lake Point 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
2022 Q2	$8K	Hold	100	–	–	﹤0.01%	172
2022 Q1	$7K	Hold	100	–	–	﹤0.01%	209
2021 Q4	$7K	Hold	100	–	–	﹤0.01%	220
2021 Q3	$6K	Hold	100	–	–	﹤0.01%	223
2021 Q2	$6K	Buy	+100	New	+$6.18K	﹤0.01%	227
2020 Q1	$5K	Hold	100	–	–	﹤0.01%	160
2019 Q4	$5K	Buy	+100	New	+$5.27K	﹤0.01%	368
2019 Q2	$2K	Hold	30	–	–	﹤0.01%	531
2019 Q1	$2K	Sell	30 -6,359	-100%	-$288K	﹤0.01%	529
2018 Q4	$249K	Buy	+6,389	New	+$270K	0.09%	122

Other funds holding GIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lake Point Wealth Management's GIS Position: Q2 2022 in Review

Lake Point Wealth Management held its General Mills (GIS) position steady in Q2 2022 at 100 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #172.

Lake Point Wealth Management first reported a position in GIS in Q4 2018 and has held it in 10 quarters since. The position peaked at $249K in Q4 2018. 1,543 funds tracked by Wall St. Rank hold GIS as of Q2 2022.

Lake Point Wealth Management held 100 shares of General Mills worth $8K as of Q2 2022.
Lake Point Wealth Management left its General Mills share count unchanged in Q2 2022.
General Mills made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #172 holding.
Lake Point Wealth Management first reported a position in General Mills in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's General Mills position peaked at $249K in Q4 2018.
1,543 funds tracked by Wall St. Rank held General Mills as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.