SEC 13F Intelligence

Surevest, LLC / GIS

Surevest, LLC’s General Mills Inc Position

Does Surevest, LLC own General Mills Inc (GIS)? Yes59.6K shares worth $5M (+1.24% of its 13F portfolio) as of Q3 2022, down from 60.2K shares the prior filed quarter.

Position Value
$5M
Q3 2022
Shares
59.6K
% of Portfolio
+1.24%
Quarters Held
16
currently held

Position History GIS

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3MQ2 ’19: $2MQ2 ’19Q3 ’19: $2MQ4 ’19: $3MQ4 ’19Q1 ’20: $3MQ2 ’20: $4MQ2 ’20Q3 ’20: $4MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ2 ’21Q3 ’21: $4MQ4 ’21: $5MQ4 ’21Q1 ’22: $4MQ2 ’22: $5MQ2 ’22Q3 ’22: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202259.6K$5M+1.24%
Q2 202260.2K$5M+1.19%
Q1 202258.7K$4M+0.96%
Q4 202174.5K$5M+1.19%
Q3 202175.1K$4M+1.13%
Q2 202170.3K$4M+1.12%
Q1 202168.5K$4M+1.27%
Q4 202063.6K$4M+1.25%
Q3 202060.2K$4M+1.46%
Q2 202057.0K$4M+1.55%
Q1 202056.2K$3M+1.61%
Q4 201950.3K$3M+1.15%
Q3 201940.9K$2M+1.11%
Q2 201942.4K$2M+1.16%
Q1 201952.2K$3M+1.66%
Q4 201845.8K$2M+1.41%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Surevest, LLC’s full portfolio or all institutional holders of GIS.