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First Trust Direct Indexing’s General Mills GIS Stock Holding History

First Trust Direct Indexing’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
-29,877
Closed -$2.21M – 364
2024
Q3 		$2.21M Buy
29,877
+340
+1% +$23.6K 0.12% 176
2024
Q2 		$1.87M Buy
29,537
+5,732
+24% +$394K 0.12% 179
2024
Q1 		$1.67M Sell
23,805
-850
-3% -$55.3K 0.12% 173
2023
Q4 		$1.61M Buy
24,655
+3,839
+18% +$248K 0.14% 161
2023
Q3 		$1.33M Sell
20,816
-6,136
-23% -$434K 0.15% 158
2023
Q2 		$2.07M Buy
26,952
+1,138
+4% +$97.3K 0.23% 92
2023
Q1 		$2.21M Buy
25,814
+3,543
+16% +$283K 0.26% 88
2022
Q4 		$1.87M Sell
22,271
-713
-3% -$58.1K 0.25% 94
2022
Q3 		$1.76M Buy
22,984
+997
+5% +$76K 0.26% 84
2022
Q2 		$1.66M Buy
21,987
+375
+2% +$26.3K 0.23% 96
2022
Q1 		$1.46M Buy
21,612
+890
+4% +$59.7K 0.18% 132
2021
Q4 		$1.4M Buy
20,722
+37
+0.2% +$2.35K 0.18% 126
2021
Q3 		$1.24M Buy
20,685
+4,293
+26% +$254K 0.18% 134
2021
Q2 		$999K Buy
16,392
+3,908
+31% +$242K 0.15% 173
2021
Q1 		$766K Buy
12,484
+1,040
+9% +$60K 0.2% 140
2020
Q4 		$673K Buy
+11,444
New +$692K 0.18% 150

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

First Trust Direct Indexing's GIS Position: Q4 2024 in Review

First Trust Direct Indexing sold out of General Mills (GIS) in Q4 2024, closing a stake of 29,877 shares — an estimated $2.21M sold.

First Trust Direct Indexing first reported a position in GIS in Q4 2020 and held it in 16 quarters. The position peaked at $2.21M in Q3 2024. 1,621 funds tracked by Wall St. Rank hold GIS as of Q4 2024.

  • First Trust Direct Indexing reported no remaining General Mills position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 29,877 General Mills shares in Q4 2024, an estimated $2.21M.
  • First Trust Direct Indexing first reported a position in General Mills in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's General Mills position peaked at $2.21M in Q3 2024.
  • 1,621 funds tracked by Wall St. Rank held General Mills as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.