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Ridgecrest Wealth Partners’s General Mills GIS Stock Holding History

Ridgecrest Wealth Partners’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
Q2 		– Sell
-2,500
Closed -$214K – 106
2023
Q1 		$214K Hold
2,500
– – 0.15% 91
2022
Q4 		$210K Buy
+2,500
New +$204K 0.16% 88

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ridgecrest Wealth Partners's GIS Position: Q2 2023 in Review

Ridgecrest Wealth Partners sold out of General Mills (GIS) in Q2 2023, closing a stake of 2,500 shares — an estimated $214K sold.

Ridgecrest Wealth Partners first reported a position in GIS in Q4 2022 and held it in 2 quarters. The position peaked at $214K in Q1 2023. 1,638 funds tracked by Wall St. Rank hold GIS as of Q2 2023.

  • Ridgecrest Wealth Partners reported no remaining General Mills position as of Q2 2023 after selling out during the quarter.
  • Ridgecrest Wealth Partners sold 2,500 General Mills shares in Q2 2023, an estimated $214K.
  • Ridgecrest Wealth Partners first reported a position in General Mills in Q4 2022 and held it in 2 quarters.
  • Ridgecrest Wealth Partners's General Mills position peaked at $214K in Q1 2023.
  • 1,638 funds tracked by Wall St. Rank held General Mills as of Q2 2023.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2023, filed 31 Jul 2023.