Lodestar Private Asset Management’s General Mills GIS Stock Holding History

Lodestar Private Asset 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
2023 Q4	–	Sell	-3,431	Closed	-$220K	–	209
2023 Q3	$220K	Sell	3,431 -76	-2%	-$5.37K	0.04%	182
2023 Q2	$269K	Hold	3,507	–	–	0.05%	170
2023 Q1	$300K	Buy	3,507 +228	+7%	+$18.2K	0.05%	157
2022 Q4	$275K	Buy	+3,279	New	+$267K	0.05%	163

Other funds holding GIS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Lodestar Private Asset Management's GIS Position: Q4 2023 in Review

Lodestar Private Asset Management sold out of General Mills (GIS) in Q4 2023, closing a stake of 3,431 shares — an estimated $220K sold.

Lodestar Private Asset Management first reported a position in GIS in Q4 2022 and held it in 4 quarters. The position peaked at $300K in Q1 2023. 1,577 funds tracked by Wall St. Rank hold GIS as of Q4 2023.

Lodestar Private Asset Management reported no remaining General Mills position as of Q4 2023 after selling out during the quarter.
Lodestar Private Asset Management sold 3,431 General Mills shares in Q4 2023, an estimated $220K.
Lodestar Private Asset Management first reported a position in General Mills in Q4 2022 and held it in 4 quarters.
Lodestar Private Asset Management's General Mills position peaked at $300K in Q1 2023.
1,577 funds tracked by Wall St. Rank held General Mills as of Q4 2023.

Based on Lodestar Private Asset Management's 13F filing for Q4 2023, filed 29 Jan 2024.