McGlone Suttner Wealth Management’s General Mills GIS Stock Holding History

McGlone Suttner 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	-2,919	Closed	-$204K	–	168
2024 Q1	$204K	Buy	2,919 +125	+4%	+$8.14K	0.04%	161
2023 Q4	$182K	Buy	+2,794	New	+$180K	0.04%	168
2023 Q3	–	Sell	-2,786	Closed	-$214K	–	148
2023 Q2	$214K	Sell	2,786 -69	-2%	-$5.9K	0.05%	141
2023 Q1	$244K	Buy	2,855 +3	+0.1%	+$240	0.06%	124
2022 Q4	$239K	Buy	+2,852	New	+$232K	0.08%	115

Other funds holding GIS

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McGlone Suttner Wealth Management's GIS Position: Q2 2024 in Review

McGlone Suttner Wealth Management sold out of General Mills (GIS) in Q2 2024, closing a stake of 2,919 shares — an estimated $204K sold.

McGlone Suttner Wealth Management first reported a position in GIS in Q4 2022 and held it in 5 quarters. The position peaked at $244K in Q1 2023. 1,532 funds tracked by Wall St. Rank hold GIS as of Q2 2024.

McGlone Suttner Wealth Management reported no remaining General Mills position as of Q2 2024 after selling out during the quarter.
McGlone Suttner Wealth Management sold 2,919 General Mills shares in Q2 2024, an estimated $204K.
McGlone Suttner Wealth Management first reported a position in General Mills in Q4 2022 and held it in 5 quarters.
McGlone Suttner Wealth Management's General Mills position peaked at $244K in Q1 2023.
1,532 funds tracked by Wall St. Rank held General Mills as of Q2 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.