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Baker Tilly Wealth Management’s General Mills GIS Stock Holding History

Baker Tilly Wealth 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
2024
Q2 		– Sell
-11,492
Closed -$804K – 332
2024
Q1 		$804K Buy
11,492
+303
+3% +$19.7K 0.15% 156
2023
Q4 		$729K Sell
11,189
-1,158
-9% -$74.8K 0.12% 188
2023
Q3 		$790K Sell
12,347
-688
-5% -$48.6K 0.13% 159
2023
Q2 		$1,000K Buy
13,035
+583
+5% +$49.8K 0.11% 197
2023
Q1 		$1.06M Buy
12,452
+150
+1% +$12K 0.12% 187
2022
Q4 		$1.03M Sell
12,302
-431
-3% -$35.1K 0.13% 180
2022
Q3 		$975K Buy
12,733
+362
+3% +$27.6K 0.13% 168
2022
Q2 		$933K Sell
12,371
-161
-1% -$11.3K 0.12% 182
2022
Q1 		$849K Sell
12,532
-392
-3% -$26.3K 0.09% 225
2021
Q4 		$871K Buy
12,924
+1,551
+14% +$98.5K 0.09% 233
2021
Q3 		$680K Buy
11,373
+1,769
+18% +$105K 0.09% 251
2021
Q2 		$585K Buy
9,604
+1,360
+16% +$84.1K 0.09% 242
2021
Q1 		$506K Buy
8,244
+2
+0% +$115 0.1% 239
2020
Q4 		$485K Buy
+8,242
New +$499K 0.15% 150

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baker Tilly Wealth Management's GIS Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of General Mills (GIS) in Q2 2024, closing a stake of 11,492 shares — an estimated $804K sold.

Baker Tilly Wealth Management first reported a position in GIS in Q4 2020 and held it in 14 quarters. The position peaked at $1.06M in Q1 2023. 1,532 funds tracked by Wall St. Rank hold GIS as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining General Mills position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 11,492 General Mills shares in Q2 2024, an estimated $804K.
  • Baker Tilly Wealth Management first reported a position in General Mills in Q4 2020 and held it in 14 quarters.
  • Baker Tilly Wealth Management's General Mills position peaked at $1.06M in Q1 2023.
  • 1,532 funds tracked by Wall St. Rank held General Mills as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.