MinichMacGregor Wealth Management’s General Mills GIS Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-205	Closed	-$17.2K	–	302
2022 Q4	$17.2K	Buy	+205	New	+$16.7K	0.01%	339
2018 Q4	–	Sell	-16	Closed	–	–	244
2018 Q3	$0	Hold	16	–	–	﹤0.01%	541
2018 Q2	$0	Hold	16	–	–	﹤0.01%	545
2018 Q1	$0	Sell	16 -23	-59%	-$1.25K	﹤0.01%	525
2017 Q4	$2K	Hold	39	–	–	﹤0.01%	415
2017 Q3	$2K	Hold	39	–	–	﹤0.01%	394
2017 Q2	$2K	Sell	39 -202	-84%	-$11.5K	﹤0.01%	386
2017 Q1	$14K	Hold	241	–	–	0.01%	225
2016 Q4	$14K	Hold	241	–	–	0.01%	215
2016 Q3	$15K	Hold	241	–	–	0.01%	209
2016 Q2	$17K	Hold	241	–	–	0.02%	188
2016 Q1	$15K	Sell	241 -10	-4%	-$581	0.01%	202
2015 Q4	$14K	Buy	+251	New	+$14.4K	0.01%	195

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

MinichMacGregor Wealth Management's GIS Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of General Mills (GIS) in Q1 2023, closing a stake of 205 shares — an estimated $17.2K sold.

MinichMacGregor Wealth Management first reported a position in GIS in Q4 2015 and held it in 13 quarters. The position peaked at $17.2K in Q4 2022. 1,643 funds tracked by Wall St. Rank hold GIS as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining General Mills position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 205 General Mills shares in Q1 2023, an estimated $17.2K.
MinichMacGregor Wealth Management first reported a position in General Mills in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's General Mills position peaked at $17.2K in Q4 2022.
1,643 funds tracked by Wall St. Rank held General Mills as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.