GBWM
GIS icon

Granite Bay Wealth Management’s General Mills GIS Stock Holding History

Granite Bay Wealth Management’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
Q1 		– Sell
-19,063
Closed -$1.22M – 145
2023
Q4 		$1.22M Sell
19,063
-18,800
-50% -$1.21M 0.01% 194
2023
Q3 		$2.68M Buy
+37,863
New +$2.68M 0.03% 155

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Granite Bay Wealth Management's GIS Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of General Mills (GIS) in Q1 2024, closing a stake of 19,063 shares — an estimated $1.22M sold.

Granite Bay Wealth Management first reported a position in GIS in Q3 2023 and held it in 2 quarters. The position peaked at $2.68M in Q3 2023. 1,590 funds tracked by Wall St. Rank hold GIS as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining General Mills position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 19,063 General Mills shares in Q1 2024, an estimated $1.22M.
  • Granite Bay Wealth Management first reported a position in General Mills in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's General Mills position peaked at $2.68M in Q3 2023.
  • 1,590 funds tracked by Wall St. Rank held General Mills as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.