Goldstone Financial Group’s General Mills GIS Stock Holding History

Goldstone Financial Group’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 Q2	–	Sell	-3,922	Closed	-$274K	–	182
2024 Q1	$274K	Buy	3,922 +374	+11%	+$24.4K	0.06%	136
2023 Q4	$231K	Buy	+3,548	New	+$229K	0.06%	147
2023 Q3	–	Sell	-3,203	Closed	-$246K	–	159
2023 Q2	$246K	Sell	3,203 -110	-3%	-$9.4K	0.07%	148
2023 Q1	$283K	Buy	+3,313	New	+$265K	0.09%	119

Other funds holding GIS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldstone Financial Group's GIS Position: Q2 2024 in Review

Goldstone Financial Group sold out of General Mills (GIS) in Q2 2024, closing a stake of 3,922 shares — an estimated $274K sold.

Goldstone Financial Group first reported a position in GIS in Q1 2023 and held it in 4 quarters. The position peaked at $283K in Q1 2023. 1,532 funds tracked by Wall St. Rank hold GIS as of Q2 2024.

Goldstone Financial Group reported no remaining General Mills position as of Q2 2024 after selling out during the quarter.
Goldstone Financial Group sold 3,922 General Mills shares in Q2 2024, an estimated $274K.
Goldstone Financial Group first reported a position in General Mills in Q1 2023 and held it in 4 quarters.
Goldstone Financial Group's General Mills position peaked at $283K in Q1 2023.
1,532 funds tracked by Wall St. Rank held General Mills as of Q2 2024.

Based on Goldstone Financial Group's 13F filing for Q2 2024, filed 15 Jan 2025.