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PYA Waltman Capital’s General Mills GIS Stock Holding History

PYA Waltman Capital’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
Q4 		– Sell
-282
Closed -$22K – 104
2022
Q3 		$22K Hold
282
– – 0.01% 117
2022
Q2 		$21K Sell
282
-711
-72% -$49.8K 0.01% 123
2022
Q1 		$67K Buy
+993
New +$66.6K 0.03% 96

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PYA Waltman Capital's GIS Position: Q4 2022 in Review

PYA Waltman Capital sold out of General Mills (GIS) in Q4 2022, closing a stake of 282 shares — an estimated $22K sold.

PYA Waltman Capital first reported a position in GIS in Q1 2022 and held it in 3 quarters. The position peaked at $67K in Q1 2022. 1,667 funds tracked by Wall St. Rank hold GIS as of Q4 2022.

  • PYA Waltman Capital reported no remaining General Mills position as of Q4 2022 after selling out during the quarter.
  • PYA Waltman Capital sold 282 General Mills shares in Q4 2022, an estimated $22K.
  • PYA Waltman Capital first reported a position in General Mills in Q1 2022 and held it in 3 quarters.
  • PYA Waltman Capital's General Mills position peaked at $67K in Q1 2022.
  • 1,667 funds tracked by Wall St. Rank held General Mills as of Q4 2022.

Based on PYA Waltman Capital's 13F filing for Q4 2022, filed 14 Feb 2023.