Financial Engines Advisors
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Financial Engines Advisors’s General Mills GIS Stock Holding History

Financial Engines 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
Q3 		– Sell
-4,421
Closed -$280K – 387
2024
Q2 		$280K Sell
4,421
-1,076
-20% -$73.9K ﹤0.01% 315
2024
Q1 		$385K Buy
5,497
+1,429
+35% +$93K ﹤0.01% 263
2023
Q4 		$265K Sell
4,068
-330
-8% -$21.3K ﹤0.01% 278
2023
Q3 		$281K Buy
4,398
+297
+7% +$21K ﹤0.01% 246
2023
Q2 		$315K Buy
4,101
+84
+2% +$7.18K ﹤0.01% 238
2023
Q1 		$343K Sell
4,017
-341
-8% -$27.2K ﹤0.01% 232
2022
Q4 		$365K Buy
4,358
+8
+0.2% +$652 ﹤0.01% 231
2022
Q3 		$333K Buy
+4,350
New +$332K ﹤0.01% 230
2021
Q2 		– Sell
-4,084
Closed -$250K – 233
2021
Q1 		$250K Buy
+4,084
New +$236K ﹤0.01% 233

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Engines Advisors's GIS Position: Q3 2024 in Review

Financial Engines Advisors sold out of General Mills (GIS) in Q3 2024, closing a stake of 4,421 shares — an estimated $280K sold.

Financial Engines Advisors first reported a position in GIS in Q1 2021 and held it in 9 quarters. The position peaked at $385K in Q1 2024. 1,568 funds tracked by Wall St. Rank hold GIS as of Q3 2024.

  • Financial Engines Advisors reported no remaining General Mills position as of Q3 2024 after selling out during the quarter.
  • Financial Engines Advisors sold 4,421 General Mills shares in Q3 2024, an estimated $280K.
  • Financial Engines Advisors first reported a position in General Mills in Q1 2021 and held it in 9 quarters.
  • Financial Engines Advisors's General Mills position peaked at $385K in Q1 2024.
  • 1,568 funds tracked by Wall St. Rank held General Mills as of Q3 2024.

Based on Financial Engines Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.