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ERTS Wealth Advisors’s General Mills GIS Stock Holding History

ERTS Wealth 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
2024
Q4 		– Sell
-3,005
Closed -$222K – 86
2024
Q3 		$222K Sell
3,005
-500
-14% -$34.6K 0.04% 85
2024
Q2 		$222K Sell
3,505
-300
-8% -$20.6K 0.04% 85
2024
Q1 		$266K Hold
3,805
– – 0.05% 80
2023
Q4 		$248K Hold
3,805
– – 0.05% 78
2023
Q3 		$243K Sell
3,805
-70
-2% -$4.95K 0.06% 74
2023
Q2 		$297K Buy
3,875
+70
+2% +$5.98K 0.07% 73
2023
Q1 		$325K Sell
3,805
-1,605
-30% -$128K 0.08% 67
2022
Q4 		$454K Hold
5,410
– – 0.12% 59
2022
Q3 		$414K Sell
5,410
-660
-11% -$50.3K 0.12% 55
2022
Q2 		$458K Sell
6,070
-2,151
-26% -$151K 0.13% 53
2022
Q1 		$557K Sell
8,221
-162
-2% -$10.9K 0.16% 44
2021
Q4 		$563K Buy
8,383
+28
+0.3% +$1.78K 0.13% 48
2021
Q3 		$500K Hold
8,355
– – 0.13% 48
2021
Q2 		$509K Sell
8,355
-12
-0.1% -$742 0.14% 51
2021
Q1 		$513K Buy
8,367
+86
+1% +$4.96K 0.15% 49
2020
Q4 		$487K Buy
8,281
+155
+2% +$9.38K 0.16% 50
2020
Q3 		$501K Sell
8,126
-606
-7% -$37.9K 0.19% 44
2020
Q2 		$538K Sell
8,732
-3,595
-29% -$217K 0.22% 37
2020
Q1 		$650K Sell
12,327
-1,442
-10% -$76.1K 0.31% 39
2019
Q4 		$737K Buy
13,769
+1,310
+11% +$69K 0.33% 32
2019
Q3 		$687K Sell
12,459
-350
-3% -$18.9K 0.35% 32
2019
Q2 		$673K Sell
12,809
-60
-0.5% -$3.1K 0.37% 35
2019
Q1 		$666K Sell
12,869
-935
-7% -$42.3K 0.4% 34
2018
Q4 		$538K Buy
+13,804
New +$583K 0.38% 38

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

ERTS Wealth Advisors's GIS Position: Q4 2024 in Review

ERTS Wealth Advisors sold out of General Mills (GIS) in Q4 2024, closing a stake of 3,005 shares — an estimated $222K sold.

ERTS Wealth Advisors first reported a position in GIS in Q4 2018 and held it in 24 quarters. The position peaked at $737K in Q4 2019. 1,625 funds tracked by Wall St. Rank hold GIS as of Q4 2024.

  • ERTS Wealth Advisors reported no remaining General Mills position as of Q4 2024 after selling out during the quarter.
  • ERTS Wealth Advisors sold 3,005 General Mills shares in Q4 2024, an estimated $222K.
  • ERTS Wealth Advisors first reported a position in General Mills in Q4 2018 and held it in 24 quarters.
  • ERTS Wealth Advisors's General Mills position peaked at $737K in Q4 2019.
  • 1,625 funds tracked by Wall St. Rank held General Mills as of Q4 2024.

Based on ERTS Wealth Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.