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Traverso Chambers Private Wealth Management’s General Mills GIS Stock Holding History

Traverso Chambers Private 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
Q4 		$1.05M Buy
16,156
+156
+1% +$10.1K 0.26% 53
2023
Q3 		$1.02M Buy
16,000
+530
+3% +$37.5K 0.27% 47
2023
Q2 		$1.19M Sell
15,470
-111
-0.7% -$9.49K 0.31% 44
2023
Q1 		$1.33M Sell
15,581
-173
-1% -$13.8K 0.37% 37
2022
Q4 		$1.32M Buy
15,754
+24
+0.2% +$1.96K 0.38% 40
2022
Q3 		$1.21M Buy
15,730
+229
+1% +$17.5K 0.37% 41
2022
Q2 		$1.17M Buy
15,501
+339
+2% +$23.7K 0.39% 37
2022
Q1 		$1.03M Buy
15,162
+96
+0.6% +$6.44K 0.31% 45
2021
Q4 		$1.01M Buy
15,066
+379
+3% +$24.1K 0.3% 46
2021
Q3 		$879K Buy
14,687
+218
+2% +$12.9K 0.27% 50
2021
Q2 		$882K Buy
14,469
+613
+4% +$37.9K 0.28% 48
2021
Q1 		$850K Buy
13,856
+438
+3% +$25.3K 0.29% 48
2020
Q4 		$789K Buy
13,418
+155
+1% +$9.38K 0.28% 43
2020
Q3 		$818K Buy
13,263
+314
+2% +$19.6K 0.32% 41
2020
Q2 		$798K Buy
12,949
+554
+4% +$33.4K 0.33% 40
2020
Q1 		$654K Buy
12,395
+412
+3% +$21.8K 0.31% 43
2019
Q4 		$642K Sell
11,983
-100
-0.8% -$5.27K 0.27% 50
2019
Q3 		$666K Buy
12,083
+205
+2% +$11K 0.32% 43
2019
Q2 		$636K Hold
11,878
– – 0.31% 44
2019
Q1 		$615K Buy
11,878
+111
+0.9% +$5.03K 0.3% 47
2018
Q4 		$458K Buy
+11,767
New +$497K 0.25% 51

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Traverso Chambers Private Wealth Management's GIS Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management increased its General Mills (GIS) stake by 0.98% in Q4 2023, buying an estimated $10.1K and bringing the position to 16,156 shares worth $1.05M. The position accounts for 0.26% of the portfolio, ranked #53.

Traverso Chambers Private Wealth Management first reported a position in GIS in Q4 2018 and has held it in 21 quarters since. The position peaked at $1.33M in Q1 2023. 1,577 funds tracked by Wall St. Rank hold GIS as of Q4 2023.

  • Traverso Chambers Private Wealth Management held 16,156 shares of General Mills worth $1.05M as of Q4 2023.
  • Traverso Chambers Private Wealth Management bought 156 General Mills shares in Q4 2023, an estimated $10.1K.
  • General Mills made up 0.26% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #53 holding.
  • Traverso Chambers Private Wealth Management first reported a position in General Mills in Q4 2018 and has held it in 21 quarters since.
  • Traverso Chambers Private Wealth Management's General Mills position peaked at $1.33M in Q1 2023.
  • 1,577 funds tracked by Wall St. Rank held General Mills as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.