Lion Street Advisors’s General Mills GIS Stock Holding History

Lion Street 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
2025 Q3	$101M	Buy	1,626,426 +549,992	+51%	+$27.6M	34.78%	1
2025 Q2	$55.8M	Sell	1,076,434 -643	-0.1%	-$35.5K	16.92%	1
2025 Q1	$64.4M	Buy	1,077,077 +28,214	+3%	+$1.69M	20.46%	1
2024 Q4	$66.9M	Buy	1,048,863 +290,240	+38%	+$19.5M	21.32%	1
2024 Q3	$56M	Sell	758,623 -22,611	-3%	-$1.57M	19.51%	1
2024 Q2	$49.4M	Sell	781,234 -119	-0%	-$8.17K	18.29%	1
2024 Q1	$50.9M	Hold	781,353	–	–	20.79%	1
2023 Q4	$50.9M	Sell	781,353 -838,324	-52%	-$54.1M	20.84%	1
2023 Q3	$104M	Sell	1,619,677 -7,799	-0.5%	-$551K	33.82%	1
2023 Q2	$101M	Buy	1,627,476 +54,775	+3%	+$4.68M	33.83%	1
2023 Q1	$134M	Buy	1,572,701 +31,179	+2%	+$2.49M	41.61%	1
2022 Q4	$95.3M	Sell	1,541,522 -12,787	-0.8%	-$1.04M	49.89%	1
2022 Q3	$119M	Buy	1,554,309 +12,787	+0.8%	+$975K	59.41%	1
2022 Q2	$95.3M	Buy	1,541,522 +21,848	+1%	+$1.53M	49.85%	1
2022 Q1	$103M	Sell	1,519,674 -21,777	-1%	-$1.46M	52.7%	1
2021 Q4	$104M	Sell	1,541,451 -10,571	-0.7%	-$672K	50.79%	1
2021 Q3	$92.8M	Buy	1,552,022 +1,551,758	+587,787%	+$91.7M	50.09%	1
2021 Q2	$16.1K	Buy	+264	New	+$16.3K	0.58%	40

Other funds holding GIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return