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Surevest’s General Mills GIS Stock Holding History

Surevest’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
2019
Q1 		– Sell
-1,000
Closed -$2K – 130
2018
Q4 		$2K Buy
+1,000
New +$42.2K ﹤0.01% 139

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Surevest's GIS Position: Q3 2022 in Review

Surevest reduced its General Mills (GIS) stake by 1% in Q3 2022, selling an estimated $45.9K and leaving 59,630 shares worth $4.57M. The position accounts for 1.24% of the portfolio, ranked #18.

Surevest first reported a position in GIS in Q4 2018 and has held it in 16 quarters since. The position peaked at $5.02M in Q4 2021. 1,576 funds tracked by Wall St. Rank hold GIS as of Q3 2022.

  • Surevest held 59,630 shares of General Mills worth $4.57M as of Q3 2022.
  • Surevest sold 602 General Mills shares in Q3 2022, an estimated $45.9K.
  • General Mills made up 1.24% of Surevest's portfolio in Q3 2022, its #18 holding.
  • Surevest first reported a position in General Mills in Q4 2018 and has held it in 16 quarters since.
  • Surevest's General Mills position peaked at $5.02M in Q4 2021.
  • 1,576 funds tracked by Wall St. Rank held General Mills as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.