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Marcum Wealth’s General Mills GIS Stock Holding History

Marcum Wealth’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
-3,343
Closed -$214K – 393
2023
Q3 		$214K Sell
3,343
-1,420
-30% -$100K 0.03% 306
2023
Q2 		$365K Sell
4,763
-1,208
-20% -$103K 0.04% 214
2023
Q1 		$510K Sell
5,971
-187
-3% -$14.9K 0.06% 172
2022
Q4 		$516K Buy
6,158
+1,112
+22% +$90.6K 0.07% 163
2022
Q3 		$387K Buy
5,046
+317
+7% +$24.2K 0.06% 193
2022
Q2 		$357K Sell
4,729
-97
-2% -$6.79K 0.05% 210
2022
Q1 		$327K Buy
4,826
+180
+4% +$12.1K 0.05% 233
2021
Q4 		$313K Sell
4,646
-54
-1% -$3.43K 0.04% 247
2021
Q3 		$281K Buy
4,700
+83
+2% +$4.91K 0.04% 250
2021
Q2 		$281K Buy
4,617
+64
+1% +$3.96K 0.05% 228
2021
Q1 		$279K Buy
+4,553
New +$263K 0.05% 230

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Marcum Wealth's GIS Position: Q4 2023 in Review

Marcum Wealth sold out of General Mills (GIS) in Q4 2023, closing a stake of 3,343 shares — an estimated $214K sold.

Marcum Wealth first reported a position in GIS in Q1 2021 and held it in 11 quarters. The position peaked at $516K in Q4 2022. 1,577 funds tracked by Wall St. Rank hold GIS as of Q4 2023.

  • Marcum Wealth reported no remaining General Mills position as of Q4 2023 after selling out during the quarter.
  • Marcum Wealth sold 3,343 General Mills shares in Q4 2023, an estimated $214K.
  • Marcum Wealth first reported a position in General Mills in Q1 2021 and held it in 11 quarters.
  • Marcum Wealth's General Mills position peaked at $516K in Q4 2022.
  • 1,577 funds tracked by Wall St. Rank held General Mills as of Q4 2023.

Based on Marcum Wealth's 13F filing for Q4 2023, filed 10 Jan 2024.