Carmel Capital Partners’s General Mills GIS Stock Holding History

Carmel Capital Partners’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
2023 Q4	–	Sell	-239	Closed	-$15.3K	–	358
2023 Q3	$15.3K	Buy	239 +178	+292%	+$12.6K	0.01%	388
2023 Q2	$4.68K	Sell	61 -1,640	-96%	-$140K	﹤0.01%	326
2023 Q1	$145K	Sell	1,701 -1,368	-45%	-$109K	0.09%	149
2022 Q4	$257K	Sell	3,069 -147	-5%	-$12K	0.18%	111
2022 Q3	$246K	Hold	3,216	–	–	0.24%	101
2022 Q2	$243K	Hold	3,216	–	–	0.23%	96
2022 Q1	$218K	Hold	3,216	–	–	0.18%	110
2021 Q4	$217K	Buy	+3,216	New	+$204K	0.16%	111

Other funds holding GIS

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

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Carmel Capital Partners's GIS Position: Q4 2023 in Review

Carmel Capital Partners sold out of General Mills (GIS) in Q4 2023, closing a stake of 239 shares — an estimated $15.3K sold.

Carmel Capital Partners first reported a position in GIS in Q4 2021 and held it in 8 quarters. The position peaked at $257K in Q4 2022. 1,577 funds tracked by Wall St. Rank hold GIS as of Q4 2023.

Carmel Capital Partners reported no remaining General Mills position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 239 General Mills shares in Q4 2023, an estimated $15.3K.
Carmel Capital Partners first reported a position in General Mills in Q4 2021 and held it in 8 quarters.
Carmel Capital Partners's General Mills position peaked at $257K in Q4 2022.
1,577 funds tracked by Wall St. Rank held General Mills as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.