AWM
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Accel Wealth Management’s General Mills GIS Stock Holding History

Accel 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
2024
Q4 		– Sell
-2,937
Closed -$217K – 257
2024
Q3 		$217K Buy
+2,937
New +$203K 0.08% 226
2023
Q2 		– Sell
-2,178
Closed -$186K – 437
2023
Q1 		$186K Buy
2,178
+4
+0.2% +$319 0.08% 226
2022
Q4 		$182K Buy
2,174
+107
+5% +$8.71K 0.09% 165
2022
Q3 		$162K Buy
2,067
+1
+0% +$76 0.09% 182
2022
Q2 		$155K Buy
2,066
+1
+0% +$70 0.09% 172
2022
Q1 		$142K Buy
2,065
+102
+5% +$6.84K 0.07% 201
2021
Q4 		$132K Sell
1,963
-271
-12% -$17.2K 0.06% 221
2021
Q3 		$134K Buy
2,234
+100
+5% +$5.91K 0.09% 183
2021
Q2 		$130K Sell
2,134
-482
-18% -$29.8K 0.09% 200
2021
Q1 		$160K Buy
2,616
+84
+3% +$4.85K 0.13% 159
2020
Q4 		$149K Buy
+2,532
New +$153K 0.14% 152

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Accel Wealth Management's GIS Position: Q4 2024 in Review

Accel Wealth Management sold out of General Mills (GIS) in Q4 2024, closing a stake of 2,937 shares — an estimated $217K sold.

Accel Wealth Management first reported a position in GIS in Q4 2020 and held it in 11 quarters. The position peaked at $217K in Q3 2024. 1,621 funds tracked by Wall St. Rank hold GIS as of Q4 2024.

  • Accel Wealth Management reported no remaining General Mills position as of Q4 2024 after selling out during the quarter.
  • Accel Wealth Management sold 2,937 General Mills shares in Q4 2024, an estimated $217K.
  • Accel Wealth Management first reported a position in General Mills in Q4 2020 and held it in 11 quarters.
  • Accel Wealth Management's General Mills position peaked at $217K in Q3 2024.
  • 1,621 funds tracked by Wall St. Rank held General Mills as of Q4 2024.

Based on Accel Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.