Essential Planning’s General Mills GIS Stock Holding History

Essential Planning’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
2025 Q1	–	Sell	-8,700	Closed	-$595K	–	157
2024 Q4	$595K	Buy	+8,700	New	+$584K	﹤0.01%	258

Other funds holding GIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Essential Planning's GIS Position: Q1 2025 in Review

Essential Planning sold out of General Mills (GIS) in Q1 2025, closing a stake of 8,700 shares — an estimated $595K sold.

Essential Planning first reported a position in GIS in Q4 2024 and held it in 1 quarter. The position peaked at $595K in Q4 2024. 1,557 funds tracked by Wall St. Rank hold GIS as of Q1 2025.

Essential Planning reported no remaining General Mills position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 8,700 General Mills shares in Q1 2025, an estimated $595K.
Essential Planning first reported a position in General Mills in Q4 2024 and held it in 1 quarter.
Essential Planning's General Mills position peaked at $595K in Q4 2024.
1,557 funds tracked by Wall St. Rank held General Mills as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.