AIM
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Aspen Investment Management’s General Mills GIS Stock Holding History

Aspen Investment Management’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
Q1 		– Sell
-4,708
Closed -$395K – 133
2022
Q4 		$395K Sell
4,708
-1,911
-29% -$156K 0.26% 100
2022
Q3 		$507K Buy
6,619
+1,744
+36% +$133K 0.34% 87
2022
Q2 		$368K Buy
+4,875
New +$341K 0.23% 106

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aspen Investment Management's GIS Position: Q1 2023 in Review

Aspen Investment Management sold out of General Mills (GIS) in Q1 2023, closing a stake of 4,708 shares — an estimated $395K sold.

Aspen Investment Management first reported a position in GIS in Q2 2022 and held it in 3 quarters. The position peaked at $507K in Q3 2022. 1,643 funds tracked by Wall St. Rank hold GIS as of Q1 2023.

  • Aspen Investment Management reported no remaining General Mills position as of Q1 2023 after selling out during the quarter.
  • Aspen Investment Management sold 4,708 General Mills shares in Q1 2023, an estimated $395K.
  • Aspen Investment Management first reported a position in General Mills in Q2 2022 and held it in 3 quarters.
  • Aspen Investment Management's General Mills position peaked at $507K in Q3 2022.
  • 1,643 funds tracked by Wall St. Rank held General Mills as of Q1 2023.

Based on Aspen Investment Management's 13F filing for Q1 2023, filed 16 May 2023.