LWM Advisory Services’s General Mills GIS Stock Holding History

LWM Advisory Services’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 Q1	–	Sell	-2,700	Closed	-$222K	–	82
2022 Q4	$222K	Sell	2,700 -270	-9%	-$22K	0.25%	73
2022 Q3	$228K	Buy	2,970 +61	+2%	+$4.65K	0.26%	107
2022 Q2	$219K	Buy	+2,909	New	+$204K	0.26%	101

Other funds holding GIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

LWM Advisory Services's GIS Position: Q1 2023 in Review

LWM Advisory Services sold out of General Mills (GIS) in Q1 2023, closing a stake of 2,700 shares — an estimated $222K sold.

LWM Advisory Services first reported a position in GIS in Q2 2022 and held it in 3 quarters. The position peaked at $228K in Q3 2022. 1,643 funds tracked by Wall St. Rank hold GIS as of Q1 2023.

LWM Advisory Services reported no remaining General Mills position as of Q1 2023 after selling out during the quarter.
LWM Advisory Services sold 2,700 General Mills shares in Q1 2023, an estimated $222K.
LWM Advisory Services first reported a position in General Mills in Q2 2022 and held it in 3 quarters.
LWM Advisory Services's General Mills position peaked at $228K in Q3 2022.
1,643 funds tracked by Wall St. Rank held General Mills as of Q1 2023.

Based on LWM Advisory Services's 13F filing for Q1 2023, filed 3 May 2023.