Whitegate Investment Counselors’s General Mills GIS Stock Holding History

Whitegate Investment Counselors’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
2021 Q4	–	Sell	-3,750	Closed	-$224K	–	115
2021 Q3	$224K	Hold	3,750	–	–	0.03%	214
2021 Q2	$228K	Hold	3,750	–	–	0.03%	208
2021 Q1	$230K	Hold	3,750	–	–	0.04%	199
2020 Q4	$221K	Hold	3,750	–	–	0.04%	196
2020 Q3	$231K	Hold	3,750	–	–	0.04%	183
2020 Q2	$231K	Buy	+3,750	New	+$226K	0.05%	178
2020 Q1	–	Sell	-3,750	Closed	-$201K	–	186
2019 Q4	$201K	Hold	3,750	–	–	0.04%	195
2019 Q3	$207K	Buy	+3,750	New	+$202K	0.04%	188
2018 Q3	–	Sell	-4,750	Closed	-$210K	–	178
2018 Q2	$210K	Hold	4,750	–	–	0.04%	180
2018 Q1	$214K	Hold	4,750	–	–	0.05%	178
2017 Q4	$282K	Sell	4,750 -502	-10%	-$27.2K	0.06%	157
2017 Q3	$272K	Sell	5,252 -200	-4%	-$11K	0.06%	158
2017 Q2	$302K	Sell	5,452 -325	-6%	-$18.5K	0.07%	150
2017 Q1	$341K	Hold	5,777	–	–	0.08%	143
2016 Q4	$357K	Sell	5,777 -3,661	-39%	-$227K	0.1%	127
2016 Q3	$603K	Sell	9,438 -750	-7%	-$52.2K	0.16%	100
2016 Q2	$727K	Buy	+10,188	New	+$649K	0.2%	98
2014 Q1	$652K	Buy	+10,286	New	+$509K	0.18%	100

Other funds holding GIS

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

BlackRock New York $5.72T AUM 30.48% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Whitegate Investment Counselors's GIS Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of General Mills (GIS) in Q4 2021, closing a stake of 3,750 shares — an estimated $224K sold.

Whitegate Investment Counselors first reported a position in GIS in Q1 2014 and held it in 18 quarters. The position peaked at $727K in Q2 2016. 1,519 funds tracked by Wall St. Rank hold GIS as of Q4 2021.

Whitegate Investment Counselors reported no remaining General Mills position as of Q4 2021 after selling out during the quarter.
Whitegate Investment Counselors sold 3,750 General Mills shares in Q4 2021, an estimated $224K.
Whitegate Investment Counselors first reported a position in General Mills in Q1 2014 and held it in 18 quarters.
Whitegate Investment Counselors's General Mills position peaked at $727K in Q2 2016.
1,519 funds tracked by Wall St. Rank held General Mills as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.