Leo Brokerage’s General Mills GIS Stock Holding History

Leo Brokerage’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
2023 Q2	$723K	Buy	9,429 +247	+3%	+$21.1K	0.08%	148
2023 Q1	$785K	Buy	+9,182	New	+$733K	0.12%	134
2022 Q2	$627K	Sell	8,316 -993	-11%	-$69.6K	0.17%	78
2022 Q1	$630K	Buy	+9,309	New	+$624K	0.1%	131
2021 Q3	$513K	Buy	8,572 +46	+0.5%	+$2.72K	0.1%	102
2021 Q2	$519K	Sell	8,526 -117	-1%	-$7.24K	0.1%	103
2021 Q1	$530K	Sell	8,643 -455	-5%	-$26.3K	0.15%	91
2020 Q4	$535K	Buy	9,098 +5,536	+155%	+$335K	0.17%	81
2020 Q3	$220K	Buy	+3,562	New	+$223K	0.09%	111

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Leo Brokerage's GIS Position: Q2 2023 in Review

Leo Brokerage increased its General Mills (GIS) stake by 2.7% in Q2 2023, buying an estimated $21.1K and bringing the position to 9,429 shares worth $723K. The position accounts for 0.08% of the portfolio, ranked #148.

Leo Brokerage first reported a position in GIS in Q3 2020 and has held it in 9 quarters since. The position peaked at $785K in Q1 2023. 1,640 funds tracked by Wall St. Rank hold GIS as of Q2 2023.

Leo Brokerage held 9,429 shares of General Mills worth $723K as of Q2 2023.
Leo Brokerage bought 247 General Mills shares in Q2 2023, an estimated $21.1K.
General Mills made up 0.08% of Leo Brokerage's portfolio in Q2 2023, its #148 holding.
Leo Brokerage first reported a position in General Mills in Q3 2020 and has held it in 9 quarters since.
Leo Brokerage's General Mills position peaked at $785K in Q1 2023.
1,640 funds tracked by Wall St. Rank held General Mills as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.