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Alera Investment Advisors’s General Mills GIS Stock Holding History

Alera Investment Advisors’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
Q3 		$385K Buy
5,208
+1,415
+37% +$98K 0.05% 168
2024
Q2 		$240K Buy
+3,793
New +$260K 0.03% 228
2019
Q2 		– Sell
-242
Closed -$13K – 435
2019
Q1 		$13K Sell
242
-5
-2% -$226 0.01% 400
2018
Q4 		$10K Buy
+247
New +$10.4K 0.01% 432

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alera Investment Advisors's GIS Position: Q3 2024 in Review

Alera Investment Advisors increased its General Mills (GIS) stake by 37% in Q3 2024, buying an estimated $98K and bringing the position to 5,208 shares worth $385K. The position accounts for 0.05% of the portfolio, ranked #168.

Alera Investment Advisors first reported a position in GIS in Q4 2018 and has held it in 4 quarters since. 1,569 funds tracked by Wall St. Rank hold GIS as of Q3 2024.

  • Alera Investment Advisors held 5,208 shares of General Mills worth $385K as of Q3 2024.
  • Alera Investment Advisors bought 1,415 General Mills shares in Q3 2024, an estimated $98K.
  • General Mills made up 0.05% of Alera Investment Advisors's portfolio in Q3 2024, its #168 holding.
  • Alera Investment Advisors first reported a position in General Mills in Q4 2018 and has held it in 4 quarters since.
  • 1,569 funds tracked by Wall St. Rank held General Mills as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.