LM Advisors’s General Mills GIS Stock Holding History

LM 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	-837	Closed	-$54.5K	–	406
2023 Q4	$54.5K	Buy	+837	New	+$54K	0.01%	318

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

LM Advisors's GIS Position: Q1 2024 in Review

LM Advisors sold out of General Mills (GIS) in Q1 2024, closing a stake of 837 shares — an estimated $54.5K sold.

LM Advisors first reported a position in GIS in Q4 2023 and held it in 1 quarter. The position peaked at $54.5K in Q4 2023. 1,590 funds tracked by Wall St. Rank hold GIS as of Q1 2024.

LM Advisors reported no remaining General Mills position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 837 General Mills shares in Q1 2024, an estimated $54.5K.
LM Advisors first reported a position in General Mills in Q4 2023 and held it in 1 quarter.
LM Advisors's General Mills position peaked at $54.5K in Q4 2023.
1,590 funds tracked by Wall St. Rank held General Mills as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.