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Castleview Partners’s General Mills GIS Stock Holding History

Castleview 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
2025
Q1 		– Sell
-318
Closed -$20.2K – 326
2024
Q4 		$20.2K Buy
318
+1
+0.3% +$67 0.01% 469
2024
Q3 		$23.4K Buy
317
+2
+0.6% +$139 0.01% 423
2024
Q2 		$19.9K Buy
315
+1
+0.3% +$69 0.01% 442
2024
Q1 		$21.9K Buy
314
+178
+131% +$11.6K 0.01% 454
2023
Q4 		$8.86K Hold
136
– – 0.01% 526
2023
Q3 		$8.7K Hold
136
– – 0.01% 436
2023
Q2 		$10.4K Hold
136
– – 0.01% 431
2023
Q1 		$11.6K Hold
136
– – 0.01% 408
2022
Q4 		$11.4K Hold
136
– – 0.01% 351
2022
Q3 		$10K Sell
136
-2,939
-96% -$224K 0.01% 380
2022
Q2 		$97.7K Buy
3,075
+1,764
+135% +$124K 0.08% 219
2022
Q1 		$88K Buy
+1,311
New +$87.9K 0.05% 256
2021
Q2 		$90K Buy
+1,478
New +$91.4K 0.04% 315

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 $3.37T AUM 44.26% 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

Castleview Partners's GIS Position: Q1 2025 in Review

Castleview Partners sold out of General Mills (GIS) in Q1 2025, closing a stake of 318 shares — an estimated $20.2K sold.

Castleview Partners first reported a position in GIS in Q2 2021 and held it in 13 quarters. The position peaked at $97.7K in Q2 2022. 1,557 funds tracked by Wall St. Rank hold GIS as of Q1 2025.

  • Castleview Partners reported no remaining General Mills position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 318 General Mills shares in Q1 2025, an estimated $20.2K.
  • Castleview Partners first reported a position in General Mills in Q2 2021 and held it in 13 quarters.
  • Castleview Partners's General Mills position peaked at $97.7K in Q2 2022.
  • 1,557 funds tracked by Wall St. Rank held General Mills as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.