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Advus Financial Partners’s General Mills GIS Stock Holding History

Advus Financial Partners’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
-3,062
Closed -$226K – 228
2024
Q3 		$226K Buy
+3,062
New +$212K 0.06% 204
2023
Q3 		– Sell
-3,836
Closed -$294K – 157
2023
Q2 		$294K Buy
3,836
+1,469
+62% +$126K 0.11% 108
2023
Q1 		$202K Buy
+2,367
New +$189K 0.08% 138

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Advus Financial Partners's GIS Position: Q4 2024 in Review

Advus Financial Partners sold out of General Mills (GIS) in Q4 2024, closing a stake of 3,062 shares — an estimated $226K sold.

Advus Financial Partners first reported a position in GIS in Q1 2023 and held it in 3 quarters. The position peaked at $294K in Q2 2023. 1,624 funds tracked by Wall St. Rank hold GIS as of Q4 2024.

  • Advus Financial Partners reported no remaining General Mills position as of Q4 2024 after selling out during the quarter.
  • Advus Financial Partners sold 3,062 General Mills shares in Q4 2024, an estimated $226K.
  • Advus Financial Partners first reported a position in General Mills in Q1 2023 and held it in 3 quarters.
  • Advus Financial Partners's General Mills position peaked at $294K in Q2 2023.
  • 1,624 funds tracked by Wall St. Rank held General Mills as of Q4 2024.

Based on Advus Financial Partners's 13F filing for Q4 2024, filed 25 Aug 2026.