LWM
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Lenox Wealth Management’s General Mills GIS Stock Holding History

Lenox 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
2020
Q2 		$113K Hold
1,840
– – 0.03% 189
2020
Q1 		$97K Hold
1,840
– – 0.03% 194
2019
Q4 		$99K Hold
1,840
– – 0.03% 220
2019
Q3 		$101K Hold
1,840
– – 0.03% 209
2019
Q2 		$96K Hold
1,840
– – 0.03% 193
2019
Q1 		$95K Hold
1,840
– – 0.03% 184
2018
Q4 		$72K Sell
1,840
-30
-2% -$1.27K 0.02% 186
2018
Q3 		$80K Sell
1,870
-125
-6% -$5.66K 0.02% 208
2018
Q2 		$88K Sell
1,995
-1,281
-39% -$56.1K 0.03% 177
2018
Q1 		$147K Buy
3,276
+10
+0.3% +$542 0.05% 148
2017
Q4 		$194K Buy
3,266
+13
+0.4% +$703 0.06% 135
2017
Q3 		$168K Buy
3,253
+11
+0.3% +$603 0.06% 140
2017
Q2 		$180K Buy
3,242
+11
+0.3% +$628 0.07% 130
2017
Q1 		$191K Buy
3,231
+10
+0.3% +$611 0.14% 40
2016
Q4 		$199K Buy
3,221
+1,974
+158% +$122K 0.15% 29
2016
Q3 		$80K Sell
1,247
-1,831
-59% -$127K 0.06% 69
2016
Q2 		$220K Buy
3,078
+9
+0.3% +$573 0.16% 28
2016
Q1 		$194K Buy
3,069
+1,849
+152% +$107K 0.13% 33
2015
Q4 		$70K Buy
+1,220
New +$70.2K 0.05% 91

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return