Lugano Financial Advisors SA (LFA)’s General Mills GIS Stock Holding History

Lugano Financial Advisors SA (LFA)’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 Q2	–	Sell	-3,295	Closed	-$231K	–	177
2024 Q1	$231K	Buy	3,295 +1,570	+91%	+$102K	0.17%	61
2023 Q4	$112K	Sell	1,725 -1,570	-48%	-$101K	0.09%	83
2023 Q3	$211K	Buy	3,295 +1,575	+92%	+$111K	0.18%	53
2023 Q2	$132K	Buy	+1,720	New	+$147K	0.09%	89
2021 Q1	–	Sell	-4,052	Closed	-$238K	–	108
2020 Q4	$238K	Hold	4,052	–	–	0.18%	56
2020 Q3	$259K	Hold	4,052	–	–	0.24%	56
2020 Q2	$247K	Hold	4,052	–	–	0.26%	54
2020 Q1	$212K	Hold	4,052	–	–	0.19%	67
2019 Q4	$217K	Buy	+4,052	New	+$213K	0.16%	69
2019 Q2	$222K	Buy	4,227 +175	+4%	+$9.04K	0.14%	65
2019 Q1	$209K	Hold	4,052	–	–	0.13%	68
2018 Q4	$174K	Hold	4,052	–	–	0.12%	90
2018 Q3	$174K	Hold	4,052	–	–	0.12%	90
2018 Q2	$178K	Buy	+4,052	New	+$177K	0.17%	68

Other funds holding GIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s GIS Position: Q2 2024 in Review

Lugano Financial Advisors SA (LFA) sold out of General Mills (GIS) in Q2 2024, closing a stake of 3,295 shares — an estimated $231K sold.

Lugano Financial Advisors SA (LFA) first reported a position in GIS in Q2 2018 and held it in 14 quarters. The position peaked at $259K in Q3 2020. 1,535 funds tracked by Wall St. Rank hold GIS as of Q2 2024.

Lugano Financial Advisors SA (LFA) reported no remaining General Mills position as of Q2 2024 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 3,295 General Mills shares in Q2 2024, an estimated $231K.
Lugano Financial Advisors SA (LFA) first reported a position in General Mills in Q2 2018 and held it in 14 quarters.
Lugano Financial Advisors SA (LFA)'s General Mills position peaked at $259K in Q3 2020.
1,535 funds tracked by Wall St. Rank held General Mills as of Q2 2024.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2024, filed 30 Jul 2024.