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Crumly & Associates’s General Mills GIS Stock Holding History

Crumly & Associates’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
-2,611
Closed -$200K – 116
2023
Q2 		$200K Sell
2,611
-6,455
-71% -$552K 0.08% 113
2023
Q1 		$775K Sell
9,066
-35
-0.4% -$2.79K 0.34% 49
2022
Q4 		$763K Sell
9,101
-1,111
-11% -$90.5K 0.29% 44
2022
Q3 		$782K Buy
10,212
+135
+1% +$10.3K 0.32% 43
2022
Q2 		$760K Sell
10,077
-474
-4% -$33.2K 0.32% 46
2022
Q1 		$715K Buy
10,551
+173
+2% +$11.6K 0.27% 59
2021
Q4 		$717K Buy
10,378
+919
+10% +$58.4K 0.28% 56
2021
Q3 		$566K Sell
9,459
-2,196
-19% -$130K 0.26% 65
2021
Q2 		$710K Buy
11,655
+3,738
+47% +$231K 0.34% 47
2021
Q1 		$485K Buy
7,917
+900
+13% +$51.9K 0.28% 49
2020
Q4 		$393K Buy
+7,017
New +$424K 0.28% 44

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Crumly & Associates's GIS Position: Q3 2023 in Review

Crumly & Associates sold out of General Mills (GIS) in Q3 2023, closing a stake of 2,611 shares — an estimated $200K sold.

Crumly & Associates first reported a position in GIS in Q4 2020 and held it in 11 quarters. The position peaked at $782K in Q3 2022. 1,501 funds tracked by Wall St. Rank hold GIS as of Q3 2023.

  • Crumly & Associates reported no remaining General Mills position as of Q3 2023 after selling out during the quarter.
  • Crumly & Associates sold 2,611 General Mills shares in Q3 2023, an estimated $200K.
  • Crumly & Associates first reported a position in General Mills in Q4 2020 and held it in 11 quarters.
  • Crumly & Associates's General Mills position peaked at $782K in Q3 2022.
  • 1,501 funds tracked by Wall St. Rank held General Mills as of Q3 2023.

Based on Crumly & Associates's 13F filing for Q3 2023, filed 2 Nov 2023.