CAAS
GIS icon

Capital Asset Advisory Services’s General Mills GIS Stock Holding History

Capital Asset Advisory Services’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
2025
Q1 		– Sell
-7,062
Closed -$451K – 292
2024
Q4 		$451K Buy
7,062
+5
+0.1% +$335 0.02% 193
2024
Q3 		$512K Sell
7,057
-1,453
-17% -$101K 0.03% 181
2024
Q2 		$533K Buy
8,510
+263
+3% +$18.1K 0.03% 178
2024
Q1 		$576K Buy
8,247
+16
+0.2% +$1.04K 0.03% 177
2023
Q4 		$536K Buy
8,231
+1,557
+23% +$101K 0.03% 187
2023
Q3 		$419K Buy
6,674
+40
+0.6% +$2.83K 0.03% 213
2023
Q2 		$498K Sell
6,634
-1,778
-21% -$152K 0.03% 207
2023
Q1 		$719K Buy
8,412
+50
+0.6% +$3.99K 0.05% 156
2022
Q4 		$701K Buy
8,362
+137
+2% +$11.2K 0.06% 164
2022
Q3 		$630K Buy
8,225
+1
+0% +$76 0.08% 140
2022
Q2 		$620K Buy
8,224
+2
+0% +$140 0.07% 200
2022
Q1 		$557K Sell
8,222
-44
-0.5% -$2.95K 0.06% 234
2021
Q4 		$557K Sell
8,266
-693
-8% -$44K 0.06% 233
2021
Q3 		$536K Sell
8,959
-393
-4% -$23.2K 0.06% 246
2021
Q2 		$570K Sell
9,352
-191
-2% -$11.8K 0.06% 230
2021
Q1 		$585K Sell
9,543
-640
-6% -$36.9K 0.09% 217
2020
Q4 		$599K Sell
10,183
-4
-0% -$242 0.11% 165
2020
Q3 		$628K Buy
+10,187
New +$637K 0.13% 132

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Capital Asset Advisory Services's GIS Position: Q1 2025 in Review

Capital Asset Advisory Services sold out of General Mills (GIS) in Q1 2025, closing a stake of 7,062 shares — an estimated $451K sold.

Capital Asset Advisory Services first reported a position in GIS in Q3 2020 and held it in 18 quarters. The position peaked at $719K in Q1 2023. 1,558 funds tracked by Wall St. Rank hold GIS as of Q1 2025.

  • Capital Asset Advisory Services reported no remaining General Mills position as of Q1 2025 after selling out during the quarter.
  • Capital Asset Advisory Services sold 7,062 General Mills shares in Q1 2025, an estimated $451K.
  • Capital Asset Advisory Services first reported a position in General Mills in Q3 2020 and held it in 18 quarters.
  • Capital Asset Advisory Services's General Mills position peaked at $719K in Q1 2023.
  • 1,558 funds tracked by Wall St. Rank held General Mills as of Q1 2025.

Based on Capital Asset Advisory Services's 13F filing for Q1 2025, filed 9 Apr 2025.