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B.O.S.S. Retirement Advisors’s General Mills GIS Stock Holding History

B.O.S.S. Retirement 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
2023
Q4 		– Sell
-19,087
Closed -$1.22M – 251
2023
Q3 		$1.22M Sell
19,087
-1,035
-5% -$73.1K 0.26% 152
2023
Q2 		$1.54M Sell
20,122
-2,410
-11% -$206K 0.33% 121
2023
Q1 		$1.93M Buy
22,532
+257
+1% +$20.5K 0.45% 82
2022
Q4 		$1.87M Buy
+22,275
New +$1.81M 0.48% 78

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

B.O.S.S. Retirement Advisors's GIS Position: Q4 2023 in Review

B.O.S.S. Retirement Advisors sold out of General Mills (GIS) in Q4 2023, closing a stake of 19,087 shares — an estimated $1.22M sold.

B.O.S.S. Retirement Advisors first reported a position in GIS in Q4 2022 and held it in 4 quarters. The position peaked at $1.93M in Q1 2023. 1,577 funds tracked by Wall St. Rank hold GIS as of Q4 2023.

  • B.O.S.S. Retirement Advisors reported no remaining General Mills position as of Q4 2023 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 19,087 General Mills shares in Q4 2023, an estimated $1.22M.
  • B.O.S.S. Retirement Advisors first reported a position in General Mills in Q4 2022 and held it in 4 quarters.
  • B.O.S.S. Retirement Advisors's General Mills position peaked at $1.93M in Q1 2023.
  • 1,577 funds tracked by Wall St. Rank held General Mills as of Q4 2023.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.