Hamilton Point Investment Advisors’s General Mills GIS Stock Holding History

Hamilton Point Investment 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
2024 Q1	–	Sell	-3,619	Closed	-$236K	–	154
2023 Q4	$236K	Hold	3,619	–	–	0.05%	115
2023 Q3	$232K	Hold	3,619	–	–	0.06%	111
2023 Q2	$278K	Sell	3,619 -283	-7%	-$24.2K	0.07%	104
2023 Q1	$333K	Buy	+3,902	New	+$312K	0.08%	95
2014 Q4	–	Sell	-34,368	Closed	-$1.73M	–	68
2014 Q3	$1.73M	Sell	34,368 -10	-0%	-$524	1.61%	29
2014 Q2	$1.81M	Sell	34,378 -685	-2%	-$36.5K	1.68%	29
2014 Q1	$1.82M	Buy	35,063 +740	+2%	+$36.6K	1.7%	30
2013 Q4	$1.71M	Buy	+34,323	New	+$1.71M	1.71%	30

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Hamilton Point Investment Advisors's GIS Position: Q1 2024 in Review

Hamilton Point Investment Advisors sold out of General Mills (GIS) in Q1 2024, closing a stake of 3,619 shares — an estimated $236K sold.

Hamilton Point Investment Advisors first reported a position in GIS in Q4 2013 and held it in 8 quarters. The position peaked at $1.82M in Q1 2014. 1,590 funds tracked by Wall St. Rank hold GIS as of Q1 2024.

Hamilton Point Investment Advisors reported no remaining General Mills position as of Q1 2024 after selling out during the quarter.
Hamilton Point Investment Advisors sold 3,619 General Mills shares in Q1 2024, an estimated $236K.
Hamilton Point Investment Advisors first reported a position in General Mills in Q4 2013 and held it in 8 quarters.
Hamilton Point Investment Advisors's General Mills position peaked at $1.82M in Q1 2014.
1,590 funds tracked by Wall St. Rank held General Mills as of Q1 2024.

Based on Hamilton Point Investment Advisors's 13F filing for Q1 2024, filed 7 May 2024.