Safeguard Financial’s General Mills GIS Stock Holding History

Safeguard Financial’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	-12	Closed	-$1K	–	253
2023 Q2	$1K	Buy	+12	New	+$1.03K	﹤0.01%	529

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

Safeguard Financial's GIS Position: Q3 2023 in Review

Safeguard Financial sold out of General Mills (GIS) in Q3 2023, closing a stake of 12 shares — an estimated $1K sold.

Safeguard Financial first reported a position in GIS in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 1,501 funds tracked by Wall St. Rank hold GIS as of Q3 2023.

Safeguard Financial reported no remaining General Mills position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 12 General Mills shares in Q3 2023, an estimated $1K.
Safeguard Financial first reported a position in General Mills in Q2 2023 and held it in 1 quarter.
Safeguard Financial's General Mills position peaked at $1K in Q2 2023.
1,501 funds tracked by Wall St. Rank held General Mills as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.