TD Capital Management’s General Mills GIS Stock Holding History

TD Capital 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	–	Sell	-425	Closed	-$33K	–	393
2022 Q3	$33K	Buy	+425	New	+$32.4K	﹤0.01%	180
2022 Q1	–	Sell	-425	Closed	-$29K	–	196
2021 Q4	$29K	Hold	425	–	–	﹤0.01%	195
2021 Q3	$25K	Hold	425	–	–	﹤0.01%	191
2021 Q2	$26K	Hold	425	–	–	﹤0.01%	182
2021 Q1	$26K	Buy	425 +185	+77%	+$10.7K	﹤0.01%	174
2020 Q4	$14K	Buy	+240	New	+$14.5K	﹤0.01%	190
2017 Q3	–	Sell	-218	Closed	-$12K	–	267
2017 Q2	$12K	Buy	+218	New	+$12.4K	﹤0.01%	109
2014 Q1	–	Sell	-2,061	Closed	-$103K	–	162
2013 Q4	$103K	Buy	+2,061	New	+$103K	0.02%	64

Other funds holding GIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TD Capital Management's GIS Position: Q4 2022 in Review

TD Capital Management sold out of General Mills (GIS) in Q4 2022, closing a stake of 425 shares — an estimated $33K sold.

TD Capital Management first reported a position in GIS in Q4 2013 and held it in 8 quarters. The position peaked at $103K in Q4 2013. 1,667 funds tracked by Wall St. Rank hold GIS as of Q4 2022.

TD Capital Management reported no remaining General Mills position as of Q4 2022 after selling out during the quarter.
TD Capital Management sold 425 General Mills shares in Q4 2022, an estimated $33K.
TD Capital Management first reported a position in General Mills in Q4 2013 and held it in 8 quarters.
TD Capital Management's General Mills position peaked at $103K in Q4 2013.
1,667 funds tracked by Wall St. Rank held General Mills as of Q4 2022.

Based on TD Capital Management's 13F filing for Q4 2022, filed 15 Feb 2023.