Cassady Schiller Wealth Management’s General Mills GIS Stock Holding History

Cassady Schiller 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 Q4	$3.95K	Buy	62 +56	+933%	+$3.76K	﹤0.01%	455
2024 Q3	$443	Sell	6 -100	-94%	-$6.93K	﹤0.01%	443
2024 Q2	$6.71K	Hold	106	–	–	﹤0.01%	337
2024 Q1	$7.42K	Buy	106 +6	+6%	+$391	﹤0.01%	350
2023 Q4	$6.51K	Hold	100	–	–	﹤0.01%	348
2023 Q3	$6.4K	Hold	100	–	–	﹤0.01%	357
2023 Q2	$7.67K	Buy	+100	New	+$8.55K	﹤0.01%	359
2022 Q1	–	Sell	-186	Closed	-$13K	–	297
2021 Q4	$13K	Buy	+186	New	+$11.8K	0.01%	300

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cassady Schiller Wealth Management's GIS Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its General Mills (GIS) stake by 933% in Q4 2024, buying an estimated $3.76K and bringing the position to 62 shares worth $3.95K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Cassady Schiller Wealth Management first reported a position in GIS in Q4 2021 and has held it in 8 quarters since. The position peaked at $13K in Q4 2021. 1,621 funds tracked by Wall St. Rank hold GIS as of Q4 2024.

Cassady Schiller Wealth Management held 62 shares of General Mills worth $3.95K as of Q4 2024.
Cassady Schiller Wealth Management bought 56 General Mills shares in Q4 2024, an estimated $3.76K.
General Mills made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #455 holding.
Cassady Schiller Wealth Management first reported a position in General Mills in Q4 2021 and has held it in 8 quarters since.
Cassady Schiller Wealth Management's General Mills position peaked at $13K in Q4 2021.
1,621 funds tracked by Wall St. Rank held General Mills as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.