LWM
GIS icon

Ledge Wealth Management’s General Mills GIS Stock Holding History

Ledge 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
Q3 		– Sell
-2,678
Closed -$202K – 68
2022
Q2 		$202K Buy
+2,678
New +$188K 0.12% 68

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ledge Wealth Management's GIS Position: Q3 2022 in Review

Ledge Wealth Management sold out of General Mills (GIS) in Q3 2022, closing a stake of 2,678 shares — an estimated $202K sold.

Ledge Wealth Management first reported a position in GIS in Q2 2022 and held it in 1 quarter. The position peaked at $202K in Q2 2022. 1,576 funds tracked by Wall St. Rank hold GIS as of Q3 2022.

  • Ledge Wealth Management reported no remaining General Mills position as of Q3 2022 after selling out during the quarter.
  • Ledge Wealth Management sold 2,678 General Mills shares in Q3 2022, an estimated $202K.
  • Ledge Wealth Management first reported a position in General Mills in Q2 2022 and held it in 1 quarter.
  • Ledge Wealth Management's General Mills position peaked at $202K in Q2 2022.
  • 1,576 funds tracked by Wall St. Rank held General Mills as of Q3 2022.

Based on Ledge Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.