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Meristem Family Wealth’s General Mills GIS Stock Holding History

Meristem Family Wealth’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
Q1 		$388K Sell
5,729
-7,311
-56% -$490K 0.04% 223
2021
Q4 		$879K Buy
13,040
+2,773
+27% +$176K 0.08% 152
2021
Q3 		$614K Buy
+10,267
New +$607K 0.06% 195
2019
Q4 		– Sell
-4,179
Closed -$230K – 206
2019
Q3 		$230K Buy
+4,179
New +$225K 0.06% 166

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 $3.37T AUM 44.26% 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

Meristem Family Wealth's GIS Position: Q1 2022 in Review

Meristem Family Wealth reduced its General Mills (GIS) stake by 56% in Q1 2022, selling an estimated $490K and leaving 5,729 shares worth $388K. The position accounts for 0.04% of the portfolio, ranked #223.

Meristem Family Wealth first reported a position in GIS in Q3 2019 and has held it in 4 quarters since. The position peaked at $879K in Q4 2021. 1,527 funds tracked by Wall St. Rank hold GIS as of Q1 2022.

  • Meristem Family Wealth held 5,729 shares of General Mills worth $388K as of Q1 2022.
  • Meristem Family Wealth sold 7,311 General Mills shares in Q1 2022, an estimated $490K.
  • General Mills made up 0.04% of Meristem Family Wealth's portfolio in Q1 2022, its #223 holding.
  • Meristem Family Wealth first reported a position in General Mills in Q3 2019 and has held it in 4 quarters since.
  • Meristem Family Wealth's General Mills position peaked at $879K in Q4 2021.
  • 1,527 funds tracked by Wall St. Rank held General Mills as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.