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Fortis Advisors’s General Mills GIS Stock Holding History

Fortis 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
2023
Q2 		– Sell
-1,581
Closed -$135K – 153
2023
Q1 		$135K Hold
1,581
– – 0.09% 100
2022
Q4 		$133K Hold
1,581
– – 0.1% 99
2022
Q3 		$121K Hold
1,581
– – 0.09% 110
2022
Q2 		$119K Hold
1,581
– – 0.08% 114
2022
Q1 		$107K Buy
+1,581
New +$106K 0.06% 151

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fortis Advisors's GIS Position: Q2 2023 in Review

Fortis Advisors sold out of General Mills (GIS) in Q2 2023, closing a stake of 1,581 shares — an estimated $135K sold.

Fortis Advisors first reported a position in GIS in Q1 2022 and held it in 5 quarters. The position peaked at $135K in Q1 2023. 1,638 funds tracked by Wall St. Rank hold GIS as of Q2 2023.

  • Fortis Advisors reported no remaining General Mills position as of Q2 2023 after selling out during the quarter.
  • Fortis Advisors sold 1,581 General Mills shares in Q2 2023, an estimated $135K.
  • Fortis Advisors first reported a position in General Mills in Q1 2022 and held it in 5 quarters.
  • Fortis Advisors's General Mills position peaked at $135K in Q1 2023.
  • 1,638 funds tracked by Wall St. Rank held General Mills as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.