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NEIRG Wealth Management’s General Mills GIS Stock Holding History

NEIRG 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
-47,794
Closed -$4.01M – 146
2022
Q4 		$4.01M Buy
47,794
+3,194
+7% +$260K 0.75% 39
2022
Q3 		$3.42M Buy
44,600
+7,987
+22% +$609K 0.68% 41
2022
Q2 		$2.76M Buy
36,613
+18,668
+104% +$1.31M 0.6% 46
2022
Q1 		$1.22M Buy
17,945
+9,675
+117% +$649K 0.24% 78
2021
Q4 		$557K Buy
+8,270
New +$525K 0.11% 83

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

NEIRG Wealth Management sold out of General Mills (GIS) in Q1 2023, closing a stake of 47,794 shares — an estimated $4.01M sold.

NEIRG Wealth Management first reported a position in GIS in Q4 2021 and held it in 5 quarters. The position peaked at $4.01M in Q4 2022. 1,643 funds tracked by Wall St. Rank hold GIS as of Q1 2023.

  • NEIRG Wealth Management reported no remaining General Mills position as of Q1 2023 after selling out during the quarter.
  • NEIRG Wealth Management sold 47,794 General Mills shares in Q1 2023, an estimated $4.01M.
  • NEIRG Wealth Management first reported a position in General Mills in Q4 2021 and held it in 5 quarters.
  • NEIRG Wealth Management's General Mills position peaked at $4.01M in Q4 2022.
  • 1,643 funds tracked by Wall St. Rank held General Mills as of Q1 2023.

Based on NEIRG Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.