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Advisor OS’s General Mills GIS Stock Holding History

Advisor OS’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
Q2 		– Sell
-3,698
Closed -$259K – 400
2024
Q1 		$259K Buy
+3,698
New +$241K 0.03% 333
2023
Q3 		– Sell
-10,509
Closed -$806K – 300
2023
Q2 		$806K Sell
10,509
-6,678
-39% -$571K 0.13% 157
2023
Q1 		$1.47M Sell
17,187
-613
-3% -$49K 0.35% 70
2022
Q4 		$1.49M Buy
17,800
+2,391
+16% +$195K 0.4% 59
2022
Q3 		$1.18M Buy
15,409
+1,916
+14% +$146K 0.36% 57
2022
Q2 		$1.02M Buy
13,493
+4,727
+54% +$331K 0.3% 73
2022
Q1 		$594K Buy
8,766
+1,944
+28% +$130K 0.17% 127
2021
Q4 		$459K Buy
6,822
+760
+13% +$48.3K 0.09% 180
2021
Q3 		$364K Buy
6,062
+721
+13% +$42.6K 0.08% 182
2021
Q2 		$326K Buy
+5,341
New +$330K 0.07% 184

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisor OS's GIS Position: Q2 2024 in Review

Advisor OS sold out of General Mills (GIS) in Q2 2024, closing a stake of 3,698 shares — an estimated $259K sold.

Advisor OS first reported a position in GIS in Q2 2021 and held it in 10 quarters. The position peaked at $1.49M in Q4 2022. 1,532 funds tracked by Wall St. Rank hold GIS as of Q2 2024.

  • Advisor OS reported no remaining General Mills position as of Q2 2024 after selling out during the quarter.
  • Advisor OS sold 3,698 General Mills shares in Q2 2024, an estimated $259K.
  • Advisor OS first reported a position in General Mills in Q2 2021 and held it in 10 quarters.
  • Advisor OS's General Mills position peaked at $1.49M in Q4 2022.
  • 1,532 funds tracked by Wall St. Rank held General Mills as of Q2 2024.

Based on Advisor OS's 13F filing for Q2 2024, filed 5 Aug 2024.