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Lee Financial’s General Mills GIS Stock Holding History

Lee Financial’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
Q1 		– Sell
-1,700
Closed -$111K – 426
2023
Q4 		$111K Hold
1,700
– – 0.02% 171
2023
Q3 		$109K Hold
1,700
– – 0.02% 159
2023
Q2 		$130K Hold
1,700
– – 0.02% 148
2023
Q1 		$145K Sell
1,700
-9
-0.5% -$719 0.02% 145
2022
Q4 		$143K Hold
1,709
– – 0.02% 168
2022
Q3 		$131K Sell
1,709
-2
-0.1% -$152 0.02% 170
2022
Q2 		$129K Buy
1,711
+11
+0.6% +$771 0.02% 174
2022
Q1 		$115K Sell
1,700
-30
-2% -$2.01K 0.02% 179
2021
Q4 		$117K Buy
1,730
+30
+2% +$1.91K 0.02% 176
2021
Q3 		$102K Hold
1,700
– – 0.02% 180
2021
Q2 		$104K Hold
1,700
– – 0.02% 174
2021
Q1 		$104K Buy
1,700
+800
+89% +$46.2K 0.02% 175
2020
Q4 		$53K Sell
900
-650
-42% -$39.3K 0.01% 205
2020
Q3 		$96K Buy
1,550
+650
+72% +$40.6K 0.03% 152
2020
Q2 		$55K Hold
900
– – 0.02% 192
2020
Q1 		$47K Hold
900
– – 0.02% 178
2019
Q4 		$48K Hold
900
– – 0.01% 189
2019
Q3 		$50K Hold
900
– – 0.01% 190
2019
Q2 		$47K Hold
900
– – 0.01% 203
2019
Q1 		$47K Sell
900
-1,000
-53% -$45.3K 0.01% 195
2018
Q4 		$74K Buy
1,900
+1,000
+111% +$42.2K 0.02% 162
2018
Q3 		$39K Sell
900
-1,404
-61% -$63.6K 0.01% 206
2018
Q2 		$102K Sell
2,304
-200
-8% -$8.75K 0.02% 208
2018
Q1 		$113K Buy
2,504
+1,604
+178% +$87K 0.03% 196
2017
Q4 		$53K Hold
900
– – 0.02% 186
2017
Q3 		$47K Hold
900
– – 0.02% 186
2017
Q2 		$50K Hold
900
– – 0.02% 189
2017
Q1 		$53K Hold
900
– – 0.02% 170
2016
Q4 		$56K Buy
+900
New +$55.8K 0.03% 169

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Lee Financial's GIS Position: Q1 2024 in Review

Lee Financial sold out of General Mills (GIS) in Q1 2024, closing a stake of 1,700 shares — an estimated $111K sold.

Lee Financial first reported a position in GIS in Q4 2016 and held it in 29 quarters. The position peaked at $145K in Q1 2023. 1,591 funds tracked by Wall St. Rank hold GIS as of Q1 2024.

  • Lee Financial reported no remaining General Mills position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 1,700 General Mills shares in Q1 2024, an estimated $111K.
  • Lee Financial first reported a position in General Mills in Q4 2016 and held it in 29 quarters.
  • Lee Financial's General Mills position peaked at $145K in Q1 2023.
  • 1,591 funds tracked by Wall St. Rank held General Mills as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.