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 $5.7T AUM 30.48% 1-Year Est. Return

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

Capital International Investors

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

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

Geode Capital Management

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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return