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Milestone Investment Advisors’s General Mills GIS Stock Holding History

Milestone Investment Advisors’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
-1,795
Closed -$115K – 245
2023
Q3 		$115K Buy
+1,795
New +$127K 0.03% 138
2023
Q2 		– Sell
-1,795
Closed -$153K – 240
2023
Q1 		$153K Buy
+1,795
New +$143K 0.05% 118

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

Milestone Investment Advisors's GIS Position: Q4 2023 in Review

Milestone Investment Advisors sold out of General Mills (GIS) in Q4 2023, closing a stake of 1,795 shares — an estimated $115K sold.

Milestone Investment Advisors first reported a position in GIS in Q1 2023 and held it in 2 quarters. The position peaked at $153K in Q1 2023. 1,577 funds tracked by Wall St. Rank hold GIS as of Q4 2023.

  • Milestone Investment Advisors reported no remaining General Mills position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 1,795 General Mills shares in Q4 2023, an estimated $115K.
  • Milestone Investment Advisors first reported a position in General Mills in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's General Mills position peaked at $153K in Q1 2023.
  • 1,577 funds tracked by Wall St. Rank held General Mills as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.