Goldstein Advisors’s General Mills GIS Stock Holding History

Goldstein 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 Q1	–	Sell	-8,370	Closed	-$702K	–	164
2022 Q4	$702K	Buy	+8,370	New	+$682K	0.17%	60

Other funds holding GIS

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Goldstein Advisors's GIS Position: Q1 2023 in Review

Goldstein Advisors sold out of General Mills (GIS) in Q1 2023, closing a stake of 8,370 shares — an estimated $702K sold.

Goldstein Advisors first reported a position in GIS in Q4 2022 and held it in 1 quarter. The position peaked at $702K in Q4 2022. 1,644 funds tracked by Wall St. Rank hold GIS as of Q1 2023.

Goldstein Advisors reported no remaining General Mills position as of Q1 2023 after selling out during the quarter.
Goldstein Advisors sold 8,370 General Mills shares in Q1 2023, an estimated $702K.
Goldstein Advisors first reported a position in General Mills in Q4 2022 and held it in 1 quarter.
Goldstein Advisors's General Mills position peaked at $702K in Q4 2022.
1,644 funds tracked by Wall St. Rank held General Mills as of Q1 2023.

Based on Goldstein Advisors's 13F filing for Q1 2023, filed 9 May 2023.