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Lumature Wealth Partners’s General Mills GIS Stock Holding History

Lumature Wealth Partners’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 		$3.07K Hold
40
– – ﹤0.01% 352
2023
Q1 		$3.42K Hold
40
– – ﹤0.01% 347
2022
Q4 		$3.35K Hold
40
– – ﹤0.01% 350
2022
Q3 		$3K Hold
40
– – ﹤0.01% 364
2022
Q2 		$3K Hold
40
– – ﹤0.01% 371
2022
Q1 		$3K Sell
40
-200
-83% -$13.4K ﹤0.01% 384
2021
Q4 		$16K Buy
240
+40
+20% +$2.54K 0.01% 306
2021
Q3 		$12K Hold
200
– – ﹤0.01% 324
2021
Q2 		$12K Sell
200
-12
-6% -$742 0.01% 284
2021
Q1 		$13K Buy
+212
New +$12.2K 0.01% 277

Other funds holding GIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lumature Wealth Partners's GIS Position: Q2 2023 in Review

Lumature Wealth Partners held its General Mills (GIS) position steady in Q2 2023 at 40 shares worth $3.07K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Lumature Wealth Partners first reported a position in GIS in Q1 2021 and has held it in 10 quarters since. The position peaked at $16K in Q4 2021. 1,640 funds tracked by Wall St. Rank hold GIS as of Q2 2023.

  • Lumature Wealth Partners held 40 shares of General Mills worth $3.07K as of Q2 2023.
  • Lumature Wealth Partners left its General Mills share count unchanged in Q2 2023.
  • General Mills made up ﹤0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #352 holding.
  • Lumature Wealth Partners first reported a position in General Mills in Q1 2021 and has held it in 10 quarters since.
  • Lumature Wealth Partners's General Mills position peaked at $16K in Q4 2021.
  • 1,640 funds tracked by Wall St. Rank held General Mills as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.