Red Door Wealth Management’s General Mills GIS Stock Holding History

Red Door 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 Q3	–	Sell	-4,957	Closed	-$380K	–	193
2023 Q2	$380K	Buy	+4,957	New	+$424K	0.08%	149
2021 Q3	–	Sell	-782	Closed	-$47K	–	335
2021 Q2	$47K	Buy	+782	New	+$48.4K	0.02%	266
2020 Q3	–	Sell	-667	Closed	-$41K	–	221
2020 Q2	$41K	Buy	667 +17	+3%	+$1.02K	0.03%	193
2020 Q1	$34K	Buy	+650	New	+$34.3K	0.03%	193

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Red Door Wealth Management's GIS Position: Q3 2023 in Review

Red Door Wealth Management sold out of General Mills (GIS) in Q3 2023, closing a stake of 4,957 shares — an estimated $380K sold.

Red Door Wealth Management first reported a position in GIS in Q1 2020 and held it in 4 quarters. The position peaked at $380K in Q2 2023. 1,501 funds tracked by Wall St. Rank hold GIS as of Q3 2023.

Red Door Wealth Management reported no remaining General Mills position as of Q3 2023 after selling out during the quarter.
Red Door Wealth Management sold 4,957 General Mills shares in Q3 2023, an estimated $380K.
Red Door Wealth Management first reported a position in General Mills in Q1 2020 and held it in 4 quarters.
Red Door Wealth Management's General Mills position peaked at $380K in Q2 2023.
1,501 funds tracked by Wall St. Rank held General Mills as of Q3 2023.

Based on Red Door Wealth Management's 13F filing for Q3 2023, filed 19 Oct 2023.