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Calton & Associates’s General Mills GIS Stock Holding History

Calton & Associates’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
Q4 		– Sell
-3,245
Closed -$240K – 224
2024
Q3 		$240K Buy
+3,245
New +$225K 0.09% 195
2024
Q1 		– Sell
-6,745
Closed -$439K – 214
2023
Q4 		$439K Buy
+6,745
New +$435K 0.18% 119
2021
Q4 		– Sell
-3,345
Closed -$200K – 379
2021
Q3 		$200K Sell
3,345
-777
-19% -$45.9K 0.04% 376
2021
Q2 		$251K Buy
4,122
+223
+6% +$13.8K 0.05% 326
2021
Q1 		$239K Sell
3,899
-71
-2% -$4.1K 0.05% 336
2020
Q4 		$233K Buy
3,970
+272
+7% +$16.5K 0.04% 326
2020
Q3 		$228K Sell
3,698
-1,914
-34% -$120K 0.05% 290
2020
Q2 		$346K Sell
5,612
-299
-5% -$18K 0.08% 201
2020
Q1 		$312K Sell
5,911
-86
-1% -$4.54K 0.08% 201
2019
Q4 		$321K Buy
+5,997
New +$316K 0.06% 242
2018
Q4 		– Sell
-9,594
Closed -$412K – 253
2018
Q3 		$412K Buy
9,594
+100
+1% +$4.53K 0.12% 148
2018
Q2 		$429K Buy
9,494
+1,632
+21% +$71.4K 0.12% 137
2018
Q1 		$354K Buy
7,862
+3,821
+95% +$207K 0.1% 201
2017
Q4 		$240K Buy
+4,041
New +$219K 0.06% 293

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Calton & Associates's GIS Position: Q4 2024 in Review

Calton & Associates sold out of General Mills (GIS) in Q4 2024, closing a stake of 3,245 shares — an estimated $240K sold.

Calton & Associates first reported a position in GIS in Q4 2017 and held it in 14 quarters. The position peaked at $439K in Q4 2023. 1,621 funds tracked by Wall St. Rank hold GIS as of Q4 2024.

  • Calton & Associates reported no remaining General Mills position as of Q4 2024 after selling out during the quarter.
  • Calton & Associates sold 3,245 General Mills shares in Q4 2024, an estimated $240K.
  • Calton & Associates first reported a position in General Mills in Q4 2017 and held it in 14 quarters.
  • Calton & Associates's General Mills position peaked at $439K in Q4 2023.
  • 1,621 funds tracked by Wall St. Rank held General Mills as of Q4 2024.

Based on Calton & Associates's 13F filing for Q4 2024, filed 23 Jan 2025.