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

Loveless 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
Q2 		$369K Buy
4,895
+180
+4% +$12.6K 0.24% 100
2022
Q1 		$319K Hold
4,715
– – 0.18% 113
2021
Q4 		$318K Hold
4,715
– – 0.17% 115
2021
Q3 		$282K Buy
+4,715
New +$279K 0.17% 115

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loveless Wealth Management's GIS Position: Q2 2022 in Review

Loveless Wealth Management increased its General Mills (GIS) stake by 3.8% in Q2 2022, buying an estimated $12.6K and bringing the position to 4,895 shares worth $369K. The position accounts for 0.24% of the portfolio, ranked #100.

Loveless Wealth Management first reported a position in GIS in Q3 2021 and has held it in 4 quarters since. 1,541 funds tracked by Wall St. Rank hold GIS as of Q2 2022.

  • Loveless Wealth Management held 4,895 shares of General Mills worth $369K as of Q2 2022.
  • Loveless Wealth Management bought 180 General Mills shares in Q2 2022, an estimated $12.6K.
  • General Mills made up 0.24% of Loveless Wealth Management's portfolio in Q2 2022, its #100 holding.
  • Loveless Wealth Management first reported a position in General Mills in Q3 2021 and has held it in 4 quarters since.
  • 1,541 funds tracked by Wall St. Rank held General Mills as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.