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YorkBridge Wealth Partners’s General Mills GIS Stock Holding History

YorkBridge Wealth Partners’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
-3,537
Closed -$271K – 267
2022
Q3 		$271K Buy
3,537
+9
+0.3% +$686 0.07% 216
2022
Q2 		$266K Hold
3,528
– – 0.07% 219
2022
Q1 		$239K Hold
3,528
– – 0.05% 267
2021
Q4 		$238K Sell
3,528
-1,000
-22% -$63.5K 0.05% 259
2021
Q3 		$271K Hold
4,528
– – 0.07% 225
2021
Q2 		$276K Buy
4,528
+500
+12% +$30.9K 0.07% 218
2021
Q1 		$247K Hold
4,028
– – 0.07% 222
2020
Q4 		$237K Sell
4,028
-36
-0.9% -$2.18K 0.08% 179
2020
Q3 		$251K Sell
4,064
-100
-2% -$6.25K 0.11% 155
2020
Q2 		$257K Hold
4,164
– – 0.12% 146
2020
Q1 		$220K Hold
4,164
– – 0.14% 144
2019
Q4 		$223K Buy
+4,164
New +$219K 0.1% 176
2019
Q3 		– Sell
-3,244
Closed -$170K – 359
2019
Q2 		$170K Sell
3,244
-220
-6% -$11.4K 0.08% 193
2019
Q1 		$179K Hold
3,464
– – 0.08% 175
2018
Q4 		$135K Sell
3,464
-1,000
-22% -$42.2K 0.07% 201
2018
Q3 		$190K Hold
4,464
– – 0.09% 173
2018
Q2 		$198K Hold
4,464
– – 0.09% 173
2018
Q1 		$199K Hold
4,464
– – 0.09% 178
2017
Q4 		$241K Sell
4,464
-698
-14% -$37.8K 0.12% 161
2017
Q3 		$267K Sell
5,162
-95
-2% -$5.21K 0.14% 143
2017
Q2 		$290K Sell
5,257
-174
-3% -$9.93K 0.15% 130
2017
Q1 		$304K Buy
5,431
+1,073
+25% +$65.6K 0.16% 127
2016
Q4 		$272K Buy
+4,358
New +$270K 0.16% 125

Other funds holding GIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

YorkBridge Wealth Partners's GIS Position: Q4 2022 in Review

YorkBridge Wealth Partners sold out of General Mills (GIS) in Q4 2022, closing a stake of 3,537 shares — an estimated $271K sold.

YorkBridge Wealth Partners first reported a position in GIS in Q4 2016 and held it in 23 quarters. The position peaked at $304K in Q1 2017. 1,667 funds tracked by Wall St. Rank hold GIS as of Q4 2022.

  • YorkBridge Wealth Partners reported no remaining General Mills position as of Q4 2022 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 3,537 General Mills shares in Q4 2022, an estimated $271K.
  • YorkBridge Wealth Partners first reported a position in General Mills in Q4 2016 and held it in 23 quarters.
  • YorkBridge Wealth Partners's General Mills position peaked at $304K in Q1 2017.
  • 1,667 funds tracked by Wall St. Rank held General Mills as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.