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Access Financial Services’s General Mills GIS Stock Holding History

Access Financial Services’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
2025
Q1 		– Sell
-20,633
Closed -$1.32M – 103
2024
Q4 		$1.32M Buy
20,633
+1,842
+10% +$124K 0.59% 43
2024
Q3 		$1.39M Sell
18,791
-5,661
-23% -$392K 0.64% 46
2024
Q2 		$1.55M Buy
24,452
+438
+2% +$30.1K 0.7% 34
2024
Q1 		$1.68M Buy
24,014
+6,078
+34% +$396K 0.75% 28
2023
Q4 		$1.17M Buy
17,936
+2,225
+14% +$144K 0.6% 55
2023
Q3 		$1.01M Buy
+15,711
New +$1.11M 0.6% 52
2017
Q4 		– Sell
-22,660
Closed -$1.17M – 68
2017
Q3 		$1.17M Buy
22,660
+495
+2% +$27.1K 0.9% 39
2017
Q2 		$1.23M Buy
22,165
+5,000
+29% +$285K 1.01% 32
2017
Q1 		$1.01M Buy
17,165
+980
+6% +$59.9K 0.85% 36
2016
Q4 		$1M Buy
+16,185
New +$1M 0.91% 31

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Access Financial Services's GIS Position: Q1 2025 in Review

Access Financial Services sold out of General Mills (GIS) in Q1 2025, closing a stake of 20,633 shares — an estimated $1.32M sold.

Access Financial Services first reported a position in GIS in Q4 2016 and held it in 10 quarters. The position peaked at $1.68M in Q1 2024. 1,557 funds tracked by Wall St. Rank hold GIS as of Q1 2025.

  • Access Financial Services reported no remaining General Mills position as of Q1 2025 after selling out during the quarter.
  • Access Financial Services sold 20,633 General Mills shares in Q1 2025, an estimated $1.32M.
  • Access Financial Services first reported a position in General Mills in Q4 2016 and held it in 10 quarters.
  • Access Financial Services's General Mills position peaked at $1.68M in Q1 2024.
  • 1,557 funds tracked by Wall St. Rank held General Mills as of Q1 2025.

Based on Access Financial Services's 13F filing for Q1 2025, filed 17 Apr 2025.