MWM
GIS icon

Minot Wealth Management’s General Mills GIS Stock Holding History

Minot 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
2022
Q2 		$256K Sell
3,390
-250
-7% -$17.5K 0.07% 156
2022
Q1 		$247K Buy
3,640
+595
+20% +$39.9K 0.05% 173
2021
Q4 		$205K Sell
3,045
-400
-12% -$25.4K 0.04% 191
2021
Q3 		$206K Buy
+3,445
New +$204K 0.04% 195

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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Minot Wealth Management's GIS Position: Q2 2022 in Review

Minot Wealth Management reduced its General Mills (GIS) stake by 6.9% in Q2 2022, selling an estimated $17.5K and leaving 3,390 shares worth $256K. The position accounts for 0.07% of the portfolio, ranked #156.

Minot Wealth Management first reported a position in GIS in Q3 2021 and has held it in 4 quarters since. 1,542 funds tracked by Wall St. Rank hold GIS as of Q2 2022.

  • Minot Wealth Management held 3,390 shares of General Mills worth $256K as of Q2 2022.
  • Minot Wealth Management sold 250 General Mills shares in Q2 2022, an estimated $17.5K.
  • General Mills made up 0.07% of Minot Wealth Management's portfolio in Q2 2022, its #156 holding.
  • Minot Wealth Management first reported a position in General Mills in Q3 2021 and has held it in 4 quarters since.
  • 1,542 funds tracked by Wall St. Rank held General Mills as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.