Burns Matteson Capital Management’s General Mills GIS Stock Holding History

Burns Matteson Capital 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	-6,134	Closed	-$429K	–	171
2024 Q1	$429K	Sell	6,134 -4,074	-40%	-$265K	0.28%	80
2023 Q4	$665K	Buy	+10,208	New	+$659K	0.47%	67
2021 Q3	–	Sell	-5,667	Closed	-$345K	–	149
2021 Q2	$345K	Buy	+5,667	New	+$351K	0.27%	90

Other funds holding GIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Burns Matteson Capital Management's GIS Position: Q2 2024 in Review

Burns Matteson Capital Management sold out of General Mills (GIS) in Q2 2024, closing a stake of 6,134 shares — an estimated $429K sold.

Burns Matteson Capital Management first reported a position in GIS in Q2 2021 and held it in 3 quarters. The position peaked at $665K in Q4 2023. 1,532 funds tracked by Wall St. Rank hold GIS as of Q2 2024.

Burns Matteson Capital Management reported no remaining General Mills position as of Q2 2024 after selling out during the quarter.
Burns Matteson Capital Management sold 6,134 General Mills shares in Q2 2024, an estimated $429K.
Burns Matteson Capital Management first reported a position in General Mills in Q2 2021 and held it in 3 quarters.
Burns Matteson Capital Management's General Mills position peaked at $665K in Q4 2023.
1,532 funds tracked by Wall St. Rank held General Mills as of Q2 2024.

Based on Burns Matteson Capital Management's 13F filing for Q2 2024, filed 9 Jul 2024.