Cedar Brook Financial Partners’s General Mills GIS Stock Holding History

Cedar Brook Financial 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 Q3	–	Sell	-3,002	Closed	-$230K	–	391
2023 Q2	$230K	Buy	3,002 +3	+0.1%	+$256	0.05%	340
2023 Q1	$256K	Sell	2,999 -77	-3%	-$6.15K	0.07%	298
2022 Q4	$258K	Buy	+3,076	New	+$251K	0.07%	288
2020 Q1	–	Sell	-15,567	Closed	-$834K	–	263
2019 Q4	$834K	Sell	15,567 -955	-6%	-$50.3K	0.35%	78
2019 Q3	$911K	Sell	16,522 -78	-0.5%	-$4.2K	0.4%	77
2019 Q2	$872K	Sell	16,600 -42	-0.3%	-$2.17K	0.4%	76
2019 Q1	$861K	Buy	16,642 +705	+4%	+$31.9K	0.42%	71
2018 Q4	$621K	Buy	+15,937	New	+$673K	0.38%	84

Other funds holding GIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cedar Brook Financial Partners's GIS Position: Q3 2023 in Review

Cedar Brook Financial Partners sold out of General Mills (GIS) in Q3 2023, closing a stake of 3,002 shares — an estimated $230K sold.

Cedar Brook Financial Partners first reported a position in GIS in Q4 2018 and held it in 8 quarters. The position peaked at $911K in Q3 2019. 1,502 funds tracked by Wall St. Rank hold GIS as of Q3 2023.

Cedar Brook Financial Partners reported no remaining General Mills position as of Q3 2023 after selling out during the quarter.
Cedar Brook Financial Partners sold 3,002 General Mills shares in Q3 2023, an estimated $230K.
Cedar Brook Financial Partners first reported a position in General Mills in Q4 2018 and held it in 8 quarters.
Cedar Brook Financial Partners's General Mills position peaked at $911K in Q3 2019.
1,502 funds tracked by Wall St. Rank held General Mills as of Q3 2023.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2023, filed 17 Oct 2023.