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Sage Private Wealth Group’s General Mills GIS Stock Holding History

Sage Private Wealth Group’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
-313
Closed -$24K – 99
2022
Q3 		$24K Hold
313
– – 0.03% 104
2022
Q2 		$24K Hold
313
– – 0.03% 107
2022
Q1 		$21K Hold
313
– – 0.02% 117
2021
Q4 		$21K Hold
313
– – 0.03% 116
2021
Q3 		$19K Hold
313
– – 0.03% 120
2021
Q2 		$19K Sell
313
-1,720
-85% -$106K 0.03% 113
2021
Q1 		$125K Buy
2,033
+59
+3% +$3.4K 0.22% 61
2020
Q4 		$116K Buy
+1,974
New +$119K 0.32% 56

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

Sage Private Wealth Group's GIS Position: Q4 2022 in Review

Sage Private Wealth Group sold out of General Mills (GIS) in Q4 2022, closing a stake of 313 shares — an estimated $24K sold.

Sage Private Wealth Group first reported a position in GIS in Q4 2020 and held it in 8 quarters. The position peaked at $125K in Q1 2021. 1,667 funds tracked by Wall St. Rank hold GIS as of Q4 2022.

  • Sage Private Wealth Group reported no remaining General Mills position as of Q4 2022 after selling out during the quarter.
  • Sage Private Wealth Group sold 313 General Mills shares in Q4 2022, an estimated $24K.
  • Sage Private Wealth Group first reported a position in General Mills in Q4 2020 and held it in 8 quarters.
  • Sage Private Wealth Group's General Mills position peaked at $125K in Q1 2021.
  • 1,667 funds tracked by Wall St. Rank held General Mills as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.