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DI
Disciplined Investments’s
General Mills
GIS
Stock Holding History
Disciplined Investments’s Portfolio
GIS Stock Details
GIS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-4,896
Closed
-$312K
–
127
2024
Q4
$312K
Sell
4,896
-94
-2%
-$6.31K
0.15%
97
2024
Q3
$368K
Sell
4,990
-600
-11%
-$41.6K
0.18%
93
2024
Q2
$354K
Sell
5,590
-837
-13%
-$57.5K
0.19%
93
2024
Q1
$450K
Sell
6,427
-264
-4%
-$17.2K
0.25%
77
2023
Q4
$436K
Sell
6,691
-196
-3%
-$12.7K
0.26%
77
2023
Q3
$441K
Sell
6,887
-245
-3%
-$17.3K
0.27%
74
2023
Q2
$547K
Buy
7,132
+6,838
+2,326%
+$584K
0.29%
73
2023
Q1
$25.1K
Buy
294
+209
+246%
+$16.7K
0.01%
292
2022
Q4
$7.13K
Sell
85
-583
-87%
-$47.5K
﹤0.01%
353
2022
Q3
$51K
Sell
668
-197
-23%
-$15K
0.02%
215
2022
Q2
$65K
Buy
865
+14
+2%
+$981
0.03%
196
2022
Q1
$58K
Buy
851
+64
+8%
+$4.29K
0.02%
211
2021
Q4
$53K
Buy
787
+367
+87%
+$23.3K
0.02%
201
2021
Q3
$25K
Hold
420
–
–
0.01%
250
2021
Q2
$26K
Hold
420
–
–
0.01%
241
2021
Q1
$26K
Buy
+420
New
+$24.2K
0.02%
212
2020
Q3
–
Sell
-420
Closed
-$26K
–
414
2020
Q2
$26K
Hold
420
–
–
0.02%
205
2020
Q1
$22K
Buy
420
+20
+5%
+$1.06K
0.02%
208
2019
Q4
$21K
Buy
+400
New
+$21.1K
0.02%
241
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1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
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
Nordea Investment Management
Stockholm, Sweden
$107B AUM
24.58%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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