HWMG
GIS icon

Hurlow Wealth Management Group’s General Mills GIS Stock Holding History

Hurlow Wealth Management 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
Q4 		– Sell
-3,027
Closed -$224K – 123
2024
Q3 		$224K Buy
+3,027
New +$210K 0.07% 112
2024
Q2 		– Sell
-3,285
Closed -$230K – 118
2024
Q1 		$230K Sell
3,285
-204
-6% -$13.3K 0.08% 106
2023
Q4 		$227K Buy
3,489
+4
+0.1% +$258 0.09% 102
2023
Q3 		$223K Sell
3,485
-9
-0.3% -$636 0.1% 97
2023
Q2 		$268K Sell
3,494
-8
-0.2% -$684 0.11% 90
2023
Q1 		$299K Sell
3,502
-3
-0.1% -$240 0.14% 80
2022
Q4 		$294K Buy
3,505
+33
+1% +$2.69K 0.15% 80
2022
Q3 		$266K Sell
3,472
-80
-2% -$6.1K 0.16% 75
2022
Q2 		$268K Buy
3,552
+342
+11% +$24K 0.15% 80
2022
Q1 		$217K Buy
+3,210
New +$215K 0.13% 89
2020
Q3 		– Sell
-3,235
Closed -$206K – 89
2020
Q2 		$206K Sell
3,235
-199
-6% -$12K 0.2% 86
2020
Q1 		$203K Buy
+3,434
New +$181K 0.22% 88
2019
Q4 		– Sell
-3,763
Closed -$203K – 99
2019
Q3 		$203K Sell
3,763
-185
-5% -$9.97K 0.22% 90
2019
Q2 		$208K Hold
3,948
– – 0.22% 90
2019
Q1 		$203K Buy
+3,948
New +$179K 0.22% 93

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Hurlow Wealth Management Group's GIS Position: Q4 2024 in Review

Hurlow Wealth Management Group sold out of General Mills (GIS) in Q4 2024, closing a stake of 3,027 shares — an estimated $224K sold.

Hurlow Wealth Management Group first reported a position in GIS in Q1 2019 and held it in 15 quarters. The position peaked at $299K in Q1 2023. 1,621 funds tracked by Wall St. Rank hold GIS as of Q4 2024.

  • Hurlow Wealth Management Group reported no remaining General Mills position as of Q4 2024 after selling out during the quarter.
  • Hurlow Wealth Management Group sold 3,027 General Mills shares in Q4 2024, an estimated $224K.
  • Hurlow Wealth Management Group first reported a position in General Mills in Q1 2019 and held it in 15 quarters.
  • Hurlow Wealth Management Group's General Mills position peaked at $299K in Q1 2023.
  • 1,621 funds tracked by Wall St. Rank held General Mills as of Q4 2024.

Based on Hurlow Wealth Management Group's 13F filing for Q4 2024, filed 13 Feb 2025.