Marshall Financial Group (Maryland)’s General Mills GIS Stock Holding History

Marshall Financial Group (Maryland)’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	-9,949	Closed	-$637K	–	182
2023 Q3	$637K	Buy	9,949 +194	+2%	+$13.7K	0.23%	113
2023 Q2	$748K	Buy	9,755 +460	+5%	+$39.3K	0.26%	103
2023 Q1	$794K	Sell	9,295 -2,675	-22%	-$214K	0.28%	91
2022 Q4	$1M	Buy	+11,970	New	+$975K	0.39%	86
2022 Q1	–	Sell	-21,522	Closed	-$1.45M	–	211
2021 Q4	$1.45M	Buy	21,522 +17,170	+395%	+$1.09M	0.53%	53
2021 Q3	$260K	Buy	+4,352	New	+$257K	0.13%	153

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

Marshall Financial Group (Maryland)'s GIS Position: Q4 2023 in Review

Marshall Financial Group (Maryland) sold out of General Mills (GIS) in Q4 2023, closing a stake of 9,949 shares — an estimated $637K sold.

Marshall Financial Group (Maryland) first reported a position in GIS in Q3 2021 and held it in 6 quarters. The position peaked at $1.45M in Q4 2021. 1,577 funds tracked by Wall St. Rank hold GIS as of Q4 2023.

Marshall Financial Group (Maryland) reported no remaining General Mills position as of Q4 2023 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 9,949 General Mills shares in Q4 2023, an estimated $637K.
Marshall Financial Group (Maryland) first reported a position in General Mills in Q3 2021 and held it in 6 quarters.
Marshall Financial Group (Maryland)'s General Mills position peaked at $1.45M in Q4 2021.
1,577 funds tracked by Wall St. Rank held General Mills as of Q4 2023.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2023, filed 10 Jan 2024.