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Laurel Wealth Advisors (California)’s General Mills GIS Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$826K Buy
9,852
+264
+3% +$21.5K 0.08% 256
2022
Q3 		$735K Sell
9,588
-334
-3% -$25.5K 0.08% 270
2022
Q2 		$749K Sell
9,922
-2,623
-21% -$184K 0.08% 266
2022
Q1 		$850K Buy
12,545
+1,154
+10% +$77.4K 0.07% 273
2021
Q4 		$768K Buy
11,391
+1,031
+10% +$65.5K 0.06% 328
2021
Q3 		$620K Sell
10,360
-37
-0.4% -$2.19K 0.11% 205
2021
Q2 		$633K Sell
10,397
-478
-4% -$29.6K 0.08% 235
2021
Q1 		$667K Sell
10,875
-1,970
-15% -$114K 0.1% 207
2020
Q4 		$755K Buy
12,845
+19
+0.1% +$1.15K 0.11% 185
2020
Q3 		$791K Sell
12,826
-759
-6% -$47.4K 0.13% 172
2020
Q2 		$837K Sell
13,585
-1,446
-10% -$87.2K 0.15% 150
2020
Q1 		$793K Sell
15,031
-375
-2% -$19.8K 0.18% 140
2019
Q4 		$825K Sell
15,406
-975
-6% -$51.4K 0.14% 175
2019
Q3 		$903K Buy
16,381
+784
+5% +$42.3K 0.15% 162
2019
Q2 		$819K Sell
15,597
-30,744
-66% -$1.59M 0.18% 143
2019
Q1 		$2.4M Buy
46,341
+1,503
+3% +$68.1K 0.59% 42
2018
Q4 		$1.75M Buy
44,838
+1,824
+4% +$77.1K 0.51% 47
2018
Q3 		$1.85M Buy
43,014
+15,989
+59% +$724K 0.45% 54
2018
Q2 		$1.2M Buy
27,025
+20,384
+307% +$892K 0.32% 84
2018
Q1 		$299K Sell
6,641
-380
-5% -$20.6K 0.09% 240
2017
Q4 		$416K Buy
+7,021
New +$380K 0.12% 196
2017
Q2 		– Sell
-3,508
Closed -$207K – 326
2017
Q1 		$207K Buy
+3,508
New +$214K 0.08% 254

Other funds holding GIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Laurel Wealth Advisors (California)'s GIS Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its General Mills (GIS) stake by 2.8% in Q4 2022, buying an estimated $21.5K and bringing the position to 9,852 shares worth $826K. The position accounts for 0.08% of the portfolio, ranked #256.

Laurel Wealth Advisors (California) first reported a position in GIS in Q1 2017 and has held it in 22 quarters since. The position peaked at $2.4M in Q1 2019. 1,667 funds tracked by Wall St. Rank hold GIS as of Q4 2022.

  • Laurel Wealth Advisors (California) held 9,852 shares of General Mills worth $826K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 264 General Mills shares in Q4 2022, an estimated $21.5K.
  • General Mills made up 0.08% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #256 holding.
  • Laurel Wealth Advisors (California) first reported a position in General Mills in Q1 2017 and has held it in 22 quarters since.
  • Laurel Wealth Advisors (California)'s General Mills position peaked at $2.4M in Q1 2019.
  • 1,667 funds tracked by Wall St. Rank held General Mills as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.