Monument Capital Management’s General Mills GIS Stock Holding History

Monument Capital 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
2023 Q3	–	Sell	-3,488	Closed	-$268K	–	175
2023 Q2	$268K	Sell	3,488 -79	-2%	-$6.75K	0.09%	139
2023 Q1	$305K	Buy	3,567 +432	+14%	+$34.5K	0.1%	123
2022 Q4	$263K	Sell	3,135 -17	-0.5%	-$1.39K	0.09%	134
2022 Q3	$241K	Buy	+3,152	New	+$240K	0.09%	133
2018 Q4	–	Sell	-1,730	Closed	-$74K	–	187
2018 Q3	$74K	Buy	+1,730	New	+$78.3K	0.04%	115
2018 Q2	–	Sell	-35,006	Closed	-$1.54M	–	151
2018 Q1	$1.54M	Buy	35,006 +7,041	+25%	+$382K	1.06%	51
2017 Q4	$1.66M	Buy	+27,965	New	+$1.51M	1.17%	48

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Monument Capital Management's GIS Position: Q3 2023 in Review

Monument Capital Management sold out of General Mills (GIS) in Q3 2023, closing a stake of 3,488 shares — an estimated $268K sold.

Monument Capital Management first reported a position in GIS in Q4 2017 and held it in 7 quarters. The position peaked at $1.66M in Q4 2017. 1,501 funds tracked by Wall St. Rank hold GIS as of Q3 2023.

Monument Capital Management reported no remaining General Mills position as of Q3 2023 after selling out during the quarter.
Monument Capital Management sold 3,488 General Mills shares in Q3 2023, an estimated $268K.
Monument Capital Management first reported a position in General Mills in Q4 2017 and held it in 7 quarters.
Monument Capital Management's General Mills position peaked at $1.66M in Q4 2017.
1,501 funds tracked by Wall St. Rank held General Mills as of Q3 2023.

Based on Monument Capital Management's 13F filing for Q3 2023, filed 25 Oct 2023.