Elm Advisors’s General Mills GIS Stock Holding History

Elm Advisors’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
2022 Q1	–	Sell	-3,000	Closed	-$202K	–	62
2021 Q4	$202K	Buy	+3,000	New	+$191K	0.11%	89
2021 Q1	–	Sell	-3,000	Closed	-$176K	–	160
2020 Q4	$176K	Buy	+3,000	New	+$181K	0.11%	87
2018 Q4	–	Sell	-3,184	Closed	-$137K	–	153
2018 Q3	$137K	Buy	+3,184	New	+$144K	0.09%	102
2018 Q1	–	Sell	-3,384	Closed	-$201K	–	84
2017 Q4	$201K	Buy	+3,384	New	+$183K	0.15%	83
2017 Q1	–	Sell	-3,384	Closed	-$209K	–	80
2016 Q4	$209K	Hold	3,384	–	–	0.19%	74
2016 Q3	$216K	Hold	3,384	–	–	0.2%	73
2016 Q2	$241K	Hold	3,384	–	–	0.23%	68
2016 Q1	$214K	Buy	+3,384	New	+$197K	0.21%	68

Other funds holding GIS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Elm Advisors's GIS Position: Q1 2022 in Review

Elm Advisors sold out of General Mills (GIS) in Q1 2022, closing a stake of 3,000 shares — an estimated $202K sold.

Elm Advisors first reported a position in GIS in Q1 2016 and held it in 8 quarters. The position peaked at $241K in Q2 2016. 1,526 funds tracked by Wall St. Rank hold GIS as of Q1 2022.

Elm Advisors reported no remaining General Mills position as of Q1 2022 after selling out during the quarter.
Elm Advisors sold 3,000 General Mills shares in Q1 2022, an estimated $202K.
Elm Advisors first reported a position in General Mills in Q1 2016 and held it in 8 quarters.
Elm Advisors's General Mills position peaked at $241K in Q2 2016.
1,526 funds tracked by Wall St. Rank held General Mills as of Q1 2022.

Based on Elm Advisors's 13F filing for Q1 2022, filed 1 Apr 2022.