J. Safra Asset Management’s General Mills GIS Stock Holding History

J. Safra 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
2026 Q1	–	Sell	-98	Closed	-$4.56K	–	635
2025 Q4	$4.56K	Buy	+98	New	+$4.66K	﹤0.01%	443
2025 Q2	–	Sell	-913	Closed	-$54.6K	–	378
2025 Q1	$54.6K	Hold	913	–	–	﹤0.01%	185
2024 Q4	$57.9K	Buy	+913	New	+$61.2K	﹤0.01%	189
2016 Q3	–	Sell	-353	Closed	-$25K	–	185
2016 Q2	$25K	Sell	353 -7,326	-95%	-$466K	0.04%	182
2016 Q1	$486K	Sell	7,679 -871	-10%	-$50.6K	0.4%	66
2015 Q4	$493K	Buy	+8,550	New	+$492K	0.38%	64

Other funds holding GIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

J. Safra Asset Management's GIS Position: Q1 2026 in Review

J. Safra Asset Management sold out of General Mills (GIS) in Q1 2026, closing a stake of 98 shares — an estimated $4.56K sold.

J. Safra Asset Management first reported a position in GIS in Q4 2015 and held it in 6 quarters. The position peaked at $493K in Q4 2015. 1,304 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

J. Safra Asset Management reported no remaining General Mills position as of Q1 2026 after selling out during the quarter.
J. Safra Asset Management sold 98 General Mills shares in Q1 2026, an estimated $4.56K.
J. Safra Asset Management first reported a position in General Mills in Q4 2015 and held it in 6 quarters.
J. Safra Asset Management's General Mills position peaked at $493K in Q4 2015.
1,304 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.