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Level Financial Advisors’s General Mills GIS Stock Holding History

Level Financial 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
Q1 		– Sell
-630
Closed -$41K – 142
2023
Q4 		$41K Hold
630
– – 0.02% 129
2023
Q3 		$40.3K Hold
630
– – 0.02% 121
2023
Q2 		$48.3K Hold
630
– – 0.03% 110
2023
Q1 		$53.8K Hold
630
– – 0.03% 95
2022
Q4 		$53K Hold
630
– – 0.03% 91
2022
Q3 		$48K Hold
630
– – 0.04% 96
2022
Q2 		$48K Hold
630
– – 0.04% 101
2022
Q1 		$43K Buy
+630
New +$42.3K 0.03% 100

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Level Financial Advisors's GIS Position: Q1 2024 in Review

Level Financial Advisors sold out of General Mills (GIS) in Q1 2024, closing a stake of 630 shares — an estimated $41K sold.

Level Financial Advisors first reported a position in GIS in Q1 2022 and held it in 8 quarters. The position peaked at $53.8K in Q1 2023. 1,590 funds tracked by Wall St. Rank hold GIS as of Q1 2024.

  • Level Financial Advisors reported no remaining General Mills position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 630 General Mills shares in Q1 2024, an estimated $41K.
  • Level Financial Advisors first reported a position in General Mills in Q1 2022 and held it in 8 quarters.
  • Level Financial Advisors's General Mills position peaked at $53.8K in Q1 2023.
  • 1,590 funds tracked by Wall St. Rank held General Mills as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.