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Institutional & Family Asset Management’s General Mills GIS Stock Holding History

Institutional & Family Asset 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
Q2 		$6.33K Buy
+100
New +$6.87K ﹤0.01% 470
2023
Q3 		– Sell
-4
Closed -$307 – 734
2023
Q2 		$307 Buy
+4
New +$342 ﹤0.01% 716
2022
Q1 		– Sell
-816
Closed -$55K – 800
2021
Q4 		$55K Hold
816
– – 0.01% 257
2021
Q3 		$49K Buy
816
+2
+0.2% +$118 0.01% 327
2021
Q2 		$50K Sell
814
-1,900
-70% -$118K 0.01% 332
2021
Q1 		$166K Sell
2,714
-792
-23% -$45.7K 0.03% 204
2020
Q4 		$206K Buy
3,506
+806
+30% +$48.8K 0.04% 181
2020
Q3 		$167K Hold
2,700
– – 0.04% 186
2020
Q2 		$166K Hold
2,700
– – 0.03% 191
2020
Q1 		$142K Hold
2,700
– – 0.03% 174
2019
Q4 		$145K Hold
2,700
– – 0.03% 194
2019
Q3 		$149K Hold
2,700
– – 0.03% 182
2019
Q2 		$142K Hold
2,700
– – 0.03% 191
2019
Q1 		$140K Hold
2,700
– – 0.03% 207
2018
Q4 		$105K Sell
2,700
-900
-25% -$38K 0.02% 217
2018
Q3 		$155K Hold
3,600
– – 0.03% 216
2018
Q2 		$159K Buy
3,600
+1,058
+42% +$46.3K 0.03% 204
2018
Q1 		$115K Buy
+2,542
New +$138K 0.02% 222
2017
Q4 		– Sell
-9,695
Closed -$502K – 174
2017
Q3 		$502K Sell
9,695
-78
-0.8% -$4.28K 0.1% 125
2017
Q2 		$541K Sell
9,773
-38
-0.4% -$2.17K 0.13% 87
2017
Q1 		$579K Sell
9,811
-100
-1% -$6.11K 0.18% 83
2016
Q4 		$612K Sell
9,911
-42,733
-81% -$2.65M 0.19% 85
2016
Q3 		$3.36M Buy
52,644
+2,842
+6% +$198K 1.12% 46
2016
Q2 		$3.55M Buy
49,802
+5,109
+11% +$325K 1.24% 19
2016
Q1 		$2.58M Sell
44,693
-105
-0.2% -$6.1K 0.96% 47
2015
Q4 		$2.58M Buy
+44,798
New +$2.58M 0.97% 47

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Institutional & Family Asset Management's GIS Position: Q2 2024 in Review

Institutional & Family Asset Management opened a new position in General Mills (GIS) in Q2 2024: 100 shares worth $6.33K. The stake represents ﹤0.01% of the portfolio and ranks #470 among its holdings. This is a return to the name: Institutional & Family Asset Management previously reported a position in GIS as recently as Q2 2023.

Institutional & Family Asset Management first reported a position in GIS in Q4 2015 and has held it in 26 quarters since. The position peaked at $3.55M in Q2 2016. 1,532 funds tracked by Wall St. Rank hold GIS as of Q2 2024.

  • Institutional & Family Asset Management held 100 shares of General Mills worth $6.33K as of Q2 2024.
  • General Mills was a new Institutional & Family Asset Management position in Q2 2024.
  • General Mills made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #470 holding.
  • Institutional & Family Asset Management first reported a position in General Mills in Q4 2015 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's General Mills position peaked at $3.55M in Q2 2016.
  • 1,532 funds tracked by Wall St. Rank held General Mills as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.