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Maltin Wealth Management’s General Mills GIS Stock Holding History

Maltin Wealth 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
2024
Q2 		– Sell
-9,956
Closed -$697K – 121
2024
Q1 		$697K Buy
9,956
+34
+0.3% +$2.21K 0.39% 65
2023
Q4 		$646K Sell
9,922
-1,781
-15% -$115K 0.41% 64
2023
Q3 		$749K Sell
11,703
-103
-0.9% -$7.28K 0.52% 60
2023
Q2 		$906K Buy
11,806
+62
+0.5% +$5.3K 0.64% 53
2023
Q1 		$1M Buy
11,744
+51
+0.4% +$4.07K 0.72% 48
2022
Q4 		$980K Buy
11,693
+57
+0.5% +$4.64K 0.71% 46
2022
Q3 		$891K Buy
11,636
+73
+0.6% +$5.57K 0.7% 49
2022
Q2 		$872K Buy
11,563
+62
+0.5% +$4.34K 0.63% 56
2022
Q1 		$779K Buy
11,501
+5,195
+82% +$348K 0.52% 60
2021
Q4 		$425K Buy
6,306
+10
+0.2% +$635 0.26% 82
2021
Q3 		$377K Sell
6,296
-472
-7% -$27.9K 0.23% 78
2021
Q2 		$412K Sell
6,768
-159
-2% -$9.84K 0.25% 74
2021
Q1 		$425K Buy
6,927
+3,023
+77% +$174K 0.28% 70
2020
Q4 		$230K Buy
+3,904
New +$236K 0.16% 85
2020
Q2 		– Sell
-4,900
Closed -$259K – 85
2020
Q1 		$259K Buy
+4,900
New +$259K 0.22% 66

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Maltin Wealth Management's GIS Position: Q2 2024 in Review

Maltin Wealth Management sold out of General Mills (GIS) in Q2 2024, closing a stake of 9,956 shares — an estimated $697K sold.

Maltin Wealth Management first reported a position in GIS in Q1 2020 and held it in 15 quarters. The position peaked at $1M in Q1 2023. 1,534 funds tracked by Wall St. Rank hold GIS as of Q2 2024.

  • Maltin Wealth Management reported no remaining General Mills position as of Q2 2024 after selling out during the quarter.
  • Maltin Wealth Management sold 9,956 General Mills shares in Q2 2024, an estimated $697K.
  • Maltin Wealth Management first reported a position in General Mills in Q1 2020 and held it in 15 quarters.
  • Maltin Wealth Management's General Mills position peaked at $1M in Q1 2023.
  • 1,534 funds tracked by Wall St. Rank held General Mills as of Q2 2024.

Based on Maltin Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.