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LBMC Investment Advisors’s General Mills GIS Stock Holding History

LBMC Investment Advisors’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
Q4 		– Sell
-2,876
Closed -$212K – 203
2024
Q3 		$212K Buy
+2,876
New +$199K 0.02% 184
2024
Q2 		– Sell
-2,871
Closed -$201K – 187
2024
Q1 		$201K Buy
+2,871
New +$187K 0.02% 179
2023
Q2 		– Sell
-2,363
Closed -$202K – 165
2023
Q1 		$202K Buy
+2,363
New +$189K 0.02% 158

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

LBMC Investment Advisors's GIS Position: Q4 2024 in Review

LBMC Investment Advisors sold out of General Mills (GIS) in Q4 2024, closing a stake of 2,876 shares — an estimated $212K sold.

LBMC Investment Advisors first reported a position in GIS in Q1 2023 and held it in 3 quarters. The position peaked at $212K in Q3 2024. 1,621 funds tracked by Wall St. Rank hold GIS as of Q4 2024.

  • LBMC Investment Advisors reported no remaining General Mills position as of Q4 2024 after selling out during the quarter.
  • LBMC Investment Advisors sold 2,876 General Mills shares in Q4 2024, an estimated $212K.
  • LBMC Investment Advisors first reported a position in General Mills in Q1 2023 and held it in 3 quarters.
  • LBMC Investment Advisors's General Mills position peaked at $212K in Q3 2024.
  • 1,621 funds tracked by Wall St. Rank held General Mills as of Q4 2024.

Based on LBMC Investment Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.