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Advisory Research’s General Mills GIS Stock Holding History

Advisory Research’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
2023
Q4 		– Sell
-4,601
Closed -$294K – 387
2023
Q3 		$294K Buy
4,601
+893
+24% +$63.1K 0.04% 381
2023
Q2 		$284K Buy
+3,708
New +$317K 0.04% 380
2020
Q3 		– Sell
-219,602
Closed -$13.5M – 325
2020
Q2 		$13.5M Sell
219,602
-130,569
-37% -$7.87M 1.2% 24
2020
Q1 		$18.5M Buy
+350,171
New +$18.5M 1.28% 28
2016
Q4 		– Sell
-3,891
Closed -$249K – 362
2016
Q3 		$249K Sell
3,891
-82
-2% -$5.71K ﹤0.01% 241
2016
Q2 		$283K Sell
3,973
-29
-0.7% -$1.85K ﹤0.01% 234
2016
Q1 		$254K Sell
4,002
-275
-6% -$16K ﹤0.01% 242
2015
Q4 		$247K Sell
4,277
-18
-0.4% -$1.04K ﹤0.01% 263
2015
Q3 		$241K Sell
4,295
-180
-4% -$10.3K ﹤0.01% 287
2015
Q2 		$249K Sell
4,475
-45
-1% -$2.52K ﹤0.01% 306
2015
Q1 		$256K Buy
4,520
+94
+2% +$5.01K ﹤0.01% 319
2014
Q4 		$236K Buy
4,426
+48
+1% +$2.48K ﹤0.01% 324
2014
Q3 		$221K Buy
4,378
+152
+4% +$7.97K ﹤0.01% 314
2014
Q2 		$222K Sell
4,226
-150
-3% -$8K ﹤0.01% 305
2014
Q1 		$227K Buy
4,376
+101
+2% +$5K ﹤0.01% 311
2013
Q4 		$213K Buy
+4,275
New +$213K ﹤0.01% 301

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Advisory Research's GIS Position: Q4 2023 in Review

Advisory Research sold out of General Mills (GIS) in Q4 2023, closing a stake of 4,601 shares — an estimated $294K sold.

Advisory Research first reported a position in GIS in Q4 2013 and held it in 16 quarters. The position peaked at $18.5M in Q1 2020. 1,577 funds tracked by Wall St. Rank hold GIS as of Q4 2023.

  • Advisory Research reported no remaining General Mills position as of Q4 2023 after selling out during the quarter.
  • Advisory Research sold 4,601 General Mills shares in Q4 2023, an estimated $294K.
  • Advisory Research first reported a position in General Mills in Q4 2013 and held it in 16 quarters.
  • Advisory Research's General Mills position peaked at $18.5M in Q1 2020.
  • 1,577 funds tracked by Wall St. Rank held General Mills as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.