LPWM
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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
BlackRock New York $5.7T 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return