Lake Street Advisors Group’s General Mills GIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$357K Buy
5,602
+844
+18% +$56.6K 0.02% 403
2024
Q3
$351K Sell
4,758
-270
-5% -$18.7K 0.02% 410
2024
Q2
$318K Sell
5,028
-433
-8% -$29.7K 0.02% 432
2024
Q1
$382K Buy
5,461
+119
+2% +$7.75K 0.02% 398
2023
Q4
$348K Buy
+5,342
New +$345K 0.02% 402
2021
Q2
Sell
-3,412
Closed -$209K 340
2021
Q1
$209K Buy
+3,412
New +$197K 0.02% 300
2018
Q1
Sell
-3,933
Closed -$233K 336
2017
Q4
$233K Buy
+3,933
New +$213K 0.03% 291

Other funds holding GIS

Lake Street Advisors Group's GIS Position: Q4 2024 in Review

Lake Street Advisors Group increased its General Mills (GIS) stake by 18% in Q4 2024, buying an estimated $56.6K and bringing the position to 5,602 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #403.

Lake Street Advisors Group first reported a position in GIS in Q4 2017 and has held it in 7 quarters since. The position peaked at $382K in Q1 2024. 1,622 funds tracked by Wall St. Rank hold GIS as of Q4 2024.

  • Lake Street Advisors Group held 5,602 shares of General Mills worth $357K as of Q4 2024.
  • Lake Street Advisors Group bought 844 General Mills shares in Q4 2024, an estimated $56.6K.
  • General Mills made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #403 holding.
  • Lake Street Advisors Group first reported a position in General Mills in Q4 2017 and has held it in 7 quarters since.
  • Lake Street Advisors Group's General Mills position peaked at $382K in Q1 2024.
  • 1,622 funds tracked by Wall St. Rank held General Mills as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.