Intelligence Driven Advisers’s General Mills GIS Stock Holding History

Intelligence Driven Advisers’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
2023 Q3	–	Sell	-28,622	Closed	-$2.19M	–	91
2023 Q2	$2.19M	Hold	28,622	–	–	0.38%	29
2023 Q1	$2.49M	Hold	28,622	–	–	0.45%	32
2022 Q4	$2.46M	Sell	28,622 -120	-0.4%	-$9.77K	0.45%	32
2022 Q3	$2.15M	Sell	28,742 -9	-0%	-$686	0.43%	46
2022 Q2	$2.19M	Buy	28,751 +9	+0%	+$630	0.43%	48
2022 Q1	$2M	Buy	+28,742	New	+$1.93M	0.37%	46
2021 Q1	–	Sell	-114,637	Closed	-$6.74M	–	80
2020 Q4	$6.74M	Sell	114,637 -300	-0.3%	-$18.1K	1.51%	21
2020 Q3	$7.09M	Sell	114,937 -97	-0.1%	-$6.06K	1.66%	19
2020 Q2	$7.09M	Sell	115,034 -33	-0%	-$1.99K	2.51%	10
2020 Q1	$6.07M	Sell	115,067 -764	-0.7%	-$40.3K	2.81%	9
2019 Q4	$6.2M	Sell	115,831 -274	-0.2%	-$14.4K	2.82%	10
2019 Q3	$6.4M	Buy	116,105 +101	+0.1%	+$5.44K	3.03%	10
2019 Q2	$6.09M	Sell	116,004 -87	-0.1%	-$4.5K	2.9%	11
2019 Q1	$6.01M	Buy	116,091 +52,035	+81%	+$2.36M	3.29%	10
2018 Q4	$2.49M	Buy	+64,056	New	+$2.71M	1.58%	19

Other funds holding GIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Intelligence Driven Advisers's GIS Position: Q3 2023 in Review

Intelligence Driven Advisers sold out of General Mills (GIS) in Q3 2023, closing a stake of 28,622 shares — an estimated $2.19M sold.

Intelligence Driven Advisers first reported a position in GIS in Q4 2018 and held it in 15 quarters. The position peaked at $7.09M in Q2 2020. 1,502 funds tracked by Wall St. Rank hold GIS as of Q3 2023.

Intelligence Driven Advisers reported no remaining General Mills position as of Q3 2023 after selling out during the quarter.
Intelligence Driven Advisers sold 28,622 General Mills shares in Q3 2023, an estimated $2.19M.
Intelligence Driven Advisers first reported a position in General Mills in Q4 2018 and held it in 15 quarters.
Intelligence Driven Advisers's General Mills position peaked at $7.09M in Q2 2020.
1,502 funds tracked by Wall St. Rank held General Mills as of Q3 2023.

Based on Intelligence Driven Advisers's 13F filing for Q3 2023, filed 7 Nov 2023.