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Left Brain Wealth Management’s General Mills GIS Stock Holding History

Left Brain 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
2024
Q3 		– Sell
-9,591
Closed -$607K – 79
2024
Q2 		$607K Sell
9,591
-72
-0.7% -$4.94K 0.28% 55
2024
Q1 		$676K Sell
9,663
-2,030
-17% -$132K 0.33% 52
2023
Q4 		$762K Sell
11,693
-668
-5% -$43.1K 0.44% 49
2023
Q3 		$791K Sell
12,361
-555
-4% -$39.2K 0.49% 49
2023
Q2 		$991K Buy
12,916
+1,402
+12% +$120K 0.6% 44
2023
Q1 		$1.02M Buy
11,514
+2,437
+27% +$195K 0.69% 42
2022
Q4 		$761K Buy
+9,077
New +$739K 0.57% 43

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Left Brain Wealth Management's GIS Position: Q3 2024 in Review

Left Brain Wealth Management sold out of General Mills (GIS) in Q3 2024, closing a stake of 9,591 shares — an estimated $607K sold.

Left Brain Wealth Management first reported a position in GIS in Q4 2022 and held it in 7 quarters. The position peaked at $1.02M in Q1 2023. 1,568 funds tracked by Wall St. Rank hold GIS as of Q3 2024.

  • Left Brain Wealth Management reported no remaining General Mills position as of Q3 2024 after selling out during the quarter.
  • Left Brain Wealth Management sold 9,591 General Mills shares in Q3 2024, an estimated $607K.
  • Left Brain Wealth Management first reported a position in General Mills in Q4 2022 and held it in 7 quarters.
  • Left Brain Wealth Management's General Mills position peaked at $1.02M in Q1 2023.
  • 1,568 funds tracked by Wall St. Rank held General Mills as of Q3 2024.

Based on Left Brain Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.