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Spartan Planning & Wealth Management’s General Mills GIS Stock Holding History

Spartan Planning & 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
2022
Q4 		$527K Sell
6,283
-116
-2% -$9.45K 0.66% 23
2022
Q3 		$490K Sell
6,399
-234
-4% -$17.8K 0.64% 16
2022
Q2 		$500K Buy
6,633
+2,944
+80% +$206K 0.67% 17
2022
Q1 		$250K Buy
+3,689
New +$247K 0.31% 43

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

Spartan Planning & Wealth Management's GIS Position: Q4 2022 in Review

Spartan Planning & Wealth Management reduced its General Mills (GIS) stake by 1.8% in Q4 2022, selling an estimated $9.45K and leaving 6,283 shares worth $527K. The position accounts for 0.66% of the portfolio, ranked #23.

Spartan Planning & Wealth Management first reported a position in GIS in Q1 2022 and has held it in 4 quarters since. 1,667 funds tracked by Wall St. Rank hold GIS as of Q4 2022.

  • Spartan Planning & Wealth Management held 6,283 shares of General Mills worth $527K as of Q4 2022.
  • Spartan Planning & Wealth Management sold 116 General Mills shares in Q4 2022, an estimated $9.45K.
  • General Mills made up 0.66% of Spartan Planning & Wealth Management's portfolio in Q4 2022, its #23 holding.
  • Spartan Planning & Wealth Management first reported a position in General Mills in Q1 2022 and has held it in 4 quarters since.
  • 1,667 funds tracked by Wall St. Rank held General Mills as of Q4 2022.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.