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CarsonAllaria Wealth Management’s General Mills GIS Stock Holding History

CarsonAllaria 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
Q1 		– Sell
-42
Closed -$2.74K – 401
2023
Q4 		$2.74K Buy
+42
New +$2.71K ﹤0.01% 289
2022
Q3 		– Sell
-3,113
Closed -$235K – 339
2022
Q2 		$235K Buy
3,113
+17
+0.5% +$1.19K 0.22% 56
2022
Q1 		$210K Sell
3,096
-19
-0.6% -$1.27K 0.19% 61
2021
Q4 		$210K Buy
+3,115
New +$198K 0.19% 63

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

CarsonAllaria Wealth Management's GIS Position: Q1 2024 in Review

CarsonAllaria Wealth Management sold out of General Mills (GIS) in Q1 2024, closing a stake of 42 shares — an estimated $2.74K sold.

CarsonAllaria Wealth Management first reported a position in GIS in Q4 2021 and held it in 4 quarters. The position peaked at $235K in Q2 2022. 1,590 funds tracked by Wall St. Rank hold GIS as of Q1 2024.

  • CarsonAllaria Wealth Management reported no remaining General Mills position as of Q1 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 42 General Mills shares in Q1 2024, an estimated $2.74K.
  • CarsonAllaria Wealth Management first reported a position in General Mills in Q4 2021 and held it in 4 quarters.
  • CarsonAllaria Wealth Management's General Mills position peaked at $235K in Q2 2022.
  • 1,590 funds tracked by Wall St. Rank held General Mills as of Q1 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2024, filed 7 May 2024.