Investment Research & Advisory Group’s General Mills GIS Stock Holding History

Investment Research & Advisory 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 Q3	–	Sell	-1,370	Closed	-$86.7K	–	213
2024 Q2	$86.7K	Hold	1,370	–	–	0.04%	83
2024 Q1	$95.9K	Hold	1,370	–	–	0.04%	80
2023 Q4	$89.2K	Hold	1,370	–	–	0.05%	83
2023 Q3	$87.7K	Hold	1,370	–	–	0.05%	82
2023 Q2	$105K	Hold	1,370	–	–	0.06%	78
2023 Q1	$117K	Hold	1,370	–	–	0.08%	74
2022 Q4	$115K	Hold	1,370	–	–	0.08%	74
2022 Q3	$105K	Hold	1,370	–	–	0.08%	73
2022 Q2	$103K	Hold	1,370	–	–	0.07%	75
2022 Q1	$93K	Hold	1,370	–	–	0.06%	88
2021 Q4	$92K	Hold	1,370	–	–	0.06%	88
2021 Q3	$83K	Hold	1,370	–	–	0.05%	88
2021 Q2	$83K	Hold	1,370	–	–	0.05%	97
2021 Q1	$84K	Hold	1,370	–	–	0.06%	86
2020 Q4	$81K	Hold	1,370	–	–	0.06%	85
2020 Q3	$85K	Hold	1,370	–	–	0.07%	77
2020 Q2	$84K	Hold	1,370	–	–	0.08%	73
2020 Q1	$72K	Hold	1,370	–	–	0.07%	73
2019 Q4	$73K	Buy	+1,370	New	+$72.2K	0.07%	90

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 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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Investment Research & Advisory Group's GIS Position: Q3 2024 in Review

Investment Research & Advisory Group sold out of General Mills (GIS) in Q3 2024, closing a stake of 1,370 shares — an estimated $86.7K sold.

Investment Research & Advisory Group first reported a position in GIS in Q4 2019 and held it in 19 quarters. The position peaked at $117K in Q1 2023. 1,568 funds tracked by Wall St. Rank hold GIS as of Q3 2024.

Investment Research & Advisory Group reported no remaining General Mills position as of Q3 2024 after selling out during the quarter.
Investment Research & Advisory Group sold 1,370 General Mills shares in Q3 2024, an estimated $86.7K.
Investment Research & Advisory Group first reported a position in General Mills in Q4 2019 and held it in 19 quarters.
Investment Research & Advisory Group's General Mills position peaked at $117K in Q1 2023.
1,568 funds tracked by Wall St. Rank held General Mills as of Q3 2024.

Based on Investment Research & Advisory Group's 13F filing for Q3 2024, filed 23 Oct 2024.