BWM
GIS icon

Brophy Wealth Management’s General Mills GIS Stock Holding History

Brophy 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
Q3 		$442K Buy
+5,990
New +$415K 0.16% 137

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

Brophy Wealth Management's GIS Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in General Mills (GIS) in Q3 2024: 5,990 shares worth $442K. The stake represents 0.16% of the portfolio and ranks #137 among its holdings.

1,568 funds tracked by Wall St. Rank hold GIS as of Q3 2024.

  • Brophy Wealth Management held 5,990 shares of General Mills worth $442K as of Q3 2024.
  • General Mills was a new Brophy Wealth Management position in Q3 2024.
  • General Mills made up 0.16% of Brophy Wealth Management's portfolio in Q3 2024, its #137 holding.
  • 1,568 funds tracked by Wall St. Rank held General Mills as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.