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Milestone Wealth’s General Mills GIS Stock Holding History

Milestone 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
Q3 		$74K Hold
963
– – 0.08% 85
2022
Q2 		$73K Hold
963
– – 0.08% 91
2022
Q1 		$65K Hold
963
– – 0.05% 111
2021
Q4 		$65K Buy
+963
New +$61.2K 0.05% 111

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Milestone Wealth's GIS Position: Q3 2022 in Review

Milestone Wealth held its General Mills (GIS) position steady in Q3 2022 at 963 shares worth $74K. The position accounts for 0.08% of the portfolio, ranked #85.

Milestone Wealth first reported a position in GIS in Q4 2021 and has held it in 4 quarters since. 1,578 funds tracked by Wall St. Rank hold GIS as of Q3 2022.

  • Milestone Wealth held 963 shares of General Mills worth $74K as of Q3 2022.
  • Milestone Wealth left its General Mills share count unchanged in Q3 2022.
  • General Mills made up 0.08% of Milestone Wealth's portfolio in Q3 2022, its #85 holding.
  • Milestone Wealth first reported a position in General Mills in Q4 2021 and has held it in 4 quarters since.
  • 1,578 funds tracked by Wall St. Rank held General Mills as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.