Keebeck Wealth Management’s General Mills GIS Stock Holding History

Keebeck Wealth 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
2023 Q4	–	Sell	-3,569	Closed	-$228K	–	271
2023 Q3	$228K	Hold	3,569	–	–	0.04%	237
2023 Q2	$274K	Hold	3,569	–	–	0.04%	230
2023 Q1	$305K	Hold	3,569	–	–	0.05%	205
2022 Q4	$299K	Buy	3,569 +23	+0.6%	+$1.87K	0.05%	196
2022 Q3	$272K	Hold	3,546	–	–	0.05%	198
2022 Q2	$268K	Hold	3,546	–	–	0.05%	198
2022 Q1	$240K	Hold	3,546	–	–	0.04%	217
2021 Q4	$239K	Hold	3,546	–	–	0.04%	201
2021 Q3	$212K	Hold	3,546	–	–	0.04%	202
2021 Q2	$216K	Sell	3,546 -57	-2%	-$3.53K	0.03%	228
2021 Q1	$221K	Buy	+3,603	New	+$208K	0.03%	220
2020 Q1	–	Sell	-1,060	Closed	-$56K	–	220
2019 Q4	$56K	Buy	+1,060	New	+$55.8K	0.02%	211

Other funds holding GIS

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

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Keebeck Wealth Management's GIS Position: Q4 2023 in Review

Keebeck Wealth Management sold out of General Mills (GIS) in Q4 2023, closing a stake of 3,569 shares — an estimated $228K sold.

Keebeck Wealth Management first reported a position in GIS in Q4 2019 and held it in 12 quarters. The position peaked at $305K in Q1 2023. 1,577 funds tracked by Wall St. Rank hold GIS as of Q4 2023.

Keebeck Wealth Management reported no remaining General Mills position as of Q4 2023 after selling out during the quarter.
Keebeck Wealth Management sold 3,569 General Mills shares in Q4 2023, an estimated $228K.
Keebeck Wealth Management first reported a position in General Mills in Q4 2019 and held it in 12 quarters.
Keebeck Wealth Management's General Mills position peaked at $305K in Q1 2023.
1,577 funds tracked by Wall St. Rank held General Mills as of Q4 2023.

Based on Keebeck Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.