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Steward Financial Group’s General Mills GIS Stock Holding History

Steward Financial 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
2023
Q3 		$4K Sell
70
-105
-60% -$7.42K ﹤0.01% 723
2023
Q2 		$13K Buy
+175
New +$15K ﹤0.01% 314
2022
Q3 		– Sell
-174
Closed -$13K – 570
2022
Q2 		$13K Buy
+174
New +$12.2K 0.01% 205

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

Steward Financial Group's GIS Position: Q3 2023 in Review

Steward Financial Group reduced its General Mills (GIS) stake by 60% in Q3 2023, selling an estimated $7.42K and leaving 70 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Steward Financial Group first reported a position in GIS in Q2 2022 and has held it in 3 quarters since. The position peaked at $13K in Q2 2023. 1,501 funds tracked by Wall St. Rank hold GIS as of Q3 2023.

  • Steward Financial Group held 70 shares of General Mills worth $4K as of Q3 2023.
  • Steward Financial Group sold 105 General Mills shares in Q3 2023, an estimated $7.42K.
  • General Mills made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #723 holding.
  • Steward Financial Group first reported a position in General Mills in Q2 2022 and has held it in 3 quarters since.
  • Steward Financial Group's General Mills position peaked at $13K in Q2 2023.
  • 1,501 funds tracked by Wall St. Rank held General Mills as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.