Moody Lynn & Lieberson’s General Mills GIS Stock Holding History

Moody Lynn & Lieberson’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	-2,950	Closed	-$226K	–	213
2023 Q2	$226K	Hold	2,950	–	–	0.02%	210
2023 Q1	$252K	Hold	2,950	–	–	0.02%	199
2022 Q4	$247K	Hold	2,950	–	–	0.02%	207
2022 Q3	$226K	Hold	2,950	–	–	0.02%	199
2022 Q2	$223K	Hold	2,950	–	–	0.02%	204
2022 Q1	$200K	Buy	+2,950	New	+$198K	0.01%	220
2017 Q1	–	Sell	-5,740	Closed	-$355K	–	176
2016 Q4	$355K	Sell	5,740 -570	-9%	-$35.3K	0.05%	144
2016 Q3	$403K	Buy	6,310 +69	+1%	+$4.8K	0.07%	131
2016 Q2	$445K	Hold	6,241	–	–	0.08%	108
2016 Q1	$395K	Buy	6,241 +396	+7%	+$23K	0.06%	124
2015 Q4	$337K	Buy	5,845 +196	+3%	+$11.3K	0.05%	148
2015 Q3	$317K	Sell	5,649 -686	-11%	-$39.3K	0.06%	144
2015 Q2	$353K	Buy	6,335 +1,835	+41%	+$103K	0.06%	142
2015 Q1	$255K	Hold	4,500	–	–	0.04%	166
2014 Q4	$240K	Hold	4,500	–	–	0.03%	176
2014 Q3	$227K	Hold	4,500	–	–	0.03%	173
2014 Q2	$236K	Buy	+4,500	New	+$240K	0.03%	180

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

Moody Lynn & Lieberson's GIS Position: Q3 2023 in Review

Moody Lynn & Lieberson sold out of General Mills (GIS) in Q3 2023, closing a stake of 2,950 shares — an estimated $226K sold.

Moody Lynn & Lieberson first reported a position in GIS in Q2 2014 and held it in 17 quarters. The position peaked at $445K in Q2 2016. 1,501 funds tracked by Wall St. Rank hold GIS as of Q3 2023.

Moody Lynn & Lieberson reported no remaining General Mills position as of Q3 2023 after selling out during the quarter.
Moody Lynn & Lieberson sold 2,950 General Mills shares in Q3 2023, an estimated $226K.
Moody Lynn & Lieberson first reported a position in General Mills in Q2 2014 and held it in 17 quarters.
Moody Lynn & Lieberson's General Mills position peaked at $445K in Q2 2016.
1,501 funds tracked by Wall St. Rank held General Mills as of Q3 2023.

Based on Moody Lynn & Lieberson's 13F filing for Q3 2023, filed 24 Oct 2023.