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Liberty Wealth Management’s General Mills GIS Stock Holding History

Liberty 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
2021
Q4 		– Sell
-1,139
Closed -$70K – 532
2021
Q3 		$70K Buy
1,139
+577
+103% +$34.1K 0.03% 356
2021
Q2 		$34K Sell
562
-255
-31% -$15.8K 0.01% 398
2021
Q1 		$47K Hold
817
– – 0.02% 289
2020
Q4 		$47K Buy
817
+561
+219% +$33.9K 0.02% 286
2020
Q3 		$16K Buy
256
+2
+0.8% +$125 0.01% 436
2020
Q2 		$16K Sell
254
-63
-20% -$3.8K 0.01% 415
2020
Q1 		$17K Sell
317
-16
-5% -$845 0.01% 383
2019
Q4 		$18K Sell
333
-752
-69% -$39.6K 0.01% 427
2019
Q3 		$60K Sell
1,085
-255
-19% -$13.7K 0.06% 201
2019
Q2 		$70K Sell
1,340
-250
-16% -$12.9K 0.06% 204
2019
Q1 		$82K Buy
1,590
+95
+6% +$4.3K 0.06% 161
2018
Q4 		$58K Buy
+1,495
New +$63.2K 0.04% 174

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Liberty Wealth Management's GIS Position: Q4 2021 in Review

Liberty Wealth Management sold out of General Mills (GIS) in Q4 2021, closing a stake of 1,139 shares — an estimated $70K sold.

Liberty Wealth Management first reported a position in GIS in Q4 2018 and held it in 12 quarters. The position peaked at $82K in Q1 2019. 1,518 funds tracked by Wall St. Rank hold GIS as of Q4 2021.

  • Liberty Wealth Management reported no remaining General Mills position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,139 General Mills shares in Q4 2021, an estimated $70K.
  • Liberty Wealth Management first reported a position in General Mills in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's General Mills position peaked at $82K in Q1 2019.
  • 1,518 funds tracked by Wall St. Rank held General Mills as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.