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Geller Advisors’s General Mills GIS Stock Holding History

Geller 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
Q3 		– Sell
-4,128
Closed -$317K – 258
2023
Q2 		$317K Buy
4,128
+41
+1% +$3.5K 0.04% 176
2023
Q1 		$349K Buy
4,087
+423
+12% +$33.8K 0.05% 101
2022
Q4 		$307K Buy
3,664
+250
+7% +$20.4K 0.05% 93
2022
Q3 		$262K Sell
3,414
-64
-2% -$4.88K 0.06% 93
2022
Q2 		$262K Hold
3,478
– – 0.05% 103
2022
Q1 		$236K Sell
3,478
-77
-2% -$5.17K 0.04% 138
2021
Q4 		$240K Buy
3,555
+4
+0.1% +$254 0.05% 143
2021
Q3 		$212K Buy
+3,551
New +$210K 0.05% 147
2021
Q1 		– Sell
-2,301
Closed -$207K – 127
2020
Q4 		$207K Buy
+2,301
New +$139K 0.05% 112

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geller Advisors's GIS Position: Q3 2023 in Review

Geller Advisors sold out of General Mills (GIS) in Q3 2023, closing a stake of 4,128 shares — an estimated $317K sold.

Geller Advisors first reported a position in GIS in Q4 2020 and held it in 9 quarters. The position peaked at $349K in Q1 2023. 1,501 funds tracked by Wall St. Rank hold GIS as of Q3 2023.

  • Geller Advisors reported no remaining General Mills position as of Q3 2023 after selling out during the quarter.
  • Geller Advisors sold 4,128 General Mills shares in Q3 2023, an estimated $317K.
  • Geller Advisors first reported a position in General Mills in Q4 2020 and held it in 9 quarters.
  • Geller Advisors's General Mills position peaked at $349K in Q1 2023.
  • 1,501 funds tracked by Wall St. Rank held General Mills as of Q3 2023.

Based on Geller Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.