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GYL Financial Synergies’s General Mills GIS Stock Holding History

GYL Financial Synergies’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
Q3 		$2.29M Sell
30,965
-4,135
-12% -$286K 0.17% 115
2024
Q2 		$2.22M Sell
35,100
-5,781
-14% -$397K 0.17% 112
2024
Q1 		$2.86M Sell
40,881
-1,868
-4% -$122K 0.22% 95
2023
Q4 		$2.78M Sell
42,749
-1,845
-4% -$119K 0.23% 98
2023
Q3 		$2.85M Sell
44,594
-345
-0.8% -$24.4K 0.28% 87
2023
Q2 		$3.45M Buy
44,939
+449
+1% +$38.4K 0.31% 77
2023
Q1 		$3.8M Buy
+44,490
New +$3.55M 0.46% 55

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GYL Financial Synergies's GIS Position: Q3 2024 in Review

GYL Financial Synergies reduced its General Mills (GIS) stake by 12% in Q3 2024, selling an estimated $286K and leaving 30,965 shares worth $2.29M. The position accounts for 0.17% of the portfolio, ranked #115.

GYL Financial Synergies first reported a position in GIS in Q1 2023 and has held it in 7 quarters since. The position peaked at $3.8M in Q1 2023. 1,571 funds tracked by Wall St. Rank hold GIS as of Q3 2024.

  • GYL Financial Synergies held 30,965 shares of General Mills worth $2.29M as of Q3 2024.
  • GYL Financial Synergies sold 4,135 General Mills shares in Q3 2024, an estimated $286K.
  • General Mills made up 0.17% of GYL Financial Synergies's portfolio in Q3 2024, its #115 holding.
  • GYL Financial Synergies first reported a position in General Mills in Q1 2023 and has held it in 7 quarters since.
  • GYL Financial Synergies's General Mills position peaked at $3.8M in Q1 2023.
  • 1,571 funds tracked by Wall St. Rank held General Mills as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.