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Selective Wealth Management’s General Mills GIS Stock Holding History

Selective 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
-2,771
Closed -$207K – 94
2023
Q2 		$207K Buy
+2,771
New +$237K 0.1% 113
2022
Q4 		$244K Buy
3,152
+4
+0.1% +$326 0.13% 104
2022
Q3 		$241K Buy
3,148
+4
+0.1% +$305 0.1% 105
2022
Q2 		$237K Buy
3,144
+4
+0.1% +$280 0.08% 128
2022
Q1 		$213K Buy
3,140
+4
+0.1% +$268 0.08% 129
2021
Q4 		$211K Buy
3,136
+4
+0.1% +$254 0.09% 117
2021
Q3 		$187K Buy
3,132
+4
+0.1% +$236 0.1% 114
2021
Q2 		$191K Buy
3,128
+105
+3% +$6.5K 0.15% 72
2021
Q1 		$185K Sell
3,023
-23
-0.8% -$1.33K 0.17% 57
2020
Q4 		$179K Buy
3,046
+113
+4% +$6.83K 0.12% 64
2020
Q3 		$181K Sell
2,933
-350
-11% -$21.9K 0.14% 52
2020
Q2 		$202K Buy
3,283
+4
+0.1% +$241 0.17% 45
2020
Q1 		$173K Buy
3,279
+5
+0.2% +$264 0.27% 23
2019
Q4 		$175K Buy
3,274
+4
+0.1% +$211 0.21% 34
2019
Q3 		$180K Buy
+3,270
New +$176K 0.25% 37
2018
Q3 		$139K Buy
+3,247
New +$147K 1.66% 20

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Selective Wealth Management's GIS Position: Q3 2023 in Review

Selective Wealth Management sold out of General Mills (GIS) in Q3 2023, closing a stake of 2,771 shares — an estimated $207K sold.

Selective Wealth Management first reported a position in GIS in Q3 2018 and held it in 16 quarters. The position peaked at $244K in Q4 2022. 1,501 funds tracked by Wall St. Rank hold GIS as of Q3 2023.

  • Selective Wealth Management reported no remaining General Mills position as of Q3 2023 after selling out during the quarter.
  • Selective Wealth Management sold 2,771 General Mills shares in Q3 2023, an estimated $207K.
  • Selective Wealth Management first reported a position in General Mills in Q3 2018 and held it in 16 quarters.
  • Selective Wealth Management's General Mills position peaked at $244K in Q4 2022.
  • 1,501 funds tracked by Wall St. Rank held General Mills as of Q3 2023.

Based on Selective Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.