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DFPG Investments’s General Mills GIS Stock Holding History

DFPG Investments’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
Q4 		$624K Sell
9,349
-1,035
-10% -$66.8K 0.05% 342
2023
Q3 		$680K Sell
10,384
-1,664
-14% -$118K 0.06% 283
2023
Q2 		$906K Sell
12,048
-5,513
-31% -$471K 0.08% 248
2023
Q1 		$1.5M Buy
17,561
+7,627
+77% +$609K 0.16% 137
2022
Q4 		$834K Buy
+9,934
New +$809K 0.14% 171

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

DFPG Investments's GIS Position: Q4 2023 in Review

DFPG Investments reduced its General Mills (GIS) stake by 10% in Q4 2023, selling an estimated $66.8K and leaving 9,349 shares worth $624K. The position accounts for 0.05% of the portfolio, ranked #342.

DFPG Investments first reported a position in GIS in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.5M in Q1 2023. 1,577 funds tracked by Wall St. Rank hold GIS as of Q4 2023.

  • DFPG Investments held 9,349 shares of General Mills worth $624K as of Q4 2023.
  • DFPG Investments sold 1,035 General Mills shares in Q4 2023, an estimated $66.8K.
  • General Mills made up 0.05% of DFPG Investments's portfolio in Q4 2023, its #342 holding.
  • DFPG Investments first reported a position in General Mills in Q4 2022 and has held it in 5 quarters since.
  • DFPG Investments's General Mills position peaked at $1.5M in Q1 2023.
  • 1,577 funds tracked by Wall St. Rank held General Mills as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.