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Mountain Capital Investment Advisors’s General Mills GIS Stock Holding History

Mountain Capital 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
Q3 		– Sell
-23,249
Closed -$1.8M – 63
2023
Q2 		$1.8M Sell
23,249
-7,042
-23% -$602K 0.68% 21
2023
Q1 		$2.63M Sell
30,291
-2,297
-7% -$183K 1.16% 15
2022
Q4 		$2.74M Buy
32,588
+6,890
+27% +$561K 1.25% 16
2022
Q3 		$2.01M Sell
25,698
-493
-2% -$37.6K 1.05% 20
2022
Q2 		$1.98M Buy
26,191
+2,236
+9% +$157K 0.99% 20
2022
Q1 		$1.69M Sell
23,955
-1,397
-6% -$93.7K 0.8% 40
2021
Q4 		$1.74M Buy
25,352
+6,017
+31% +$382K 0.79% 35
2021
Q3 		$1.19M Buy
19,335
+926
+5% +$54.7K 0.63% 57
2021
Q2 		$1.1M Sell
18,409
-2,830
-13% -$175K 0.51% 62
2021
Q1 		$1.29M Buy
21,239
+2,581
+14% +$149K 0.65% 48
2020
Q4 		$1.04M Sell
18,658
-3,813
-17% -$231K 0.63% 48
2020
Q3 		$1.4M Buy
+22,471
New +$1.4M 0.9% 35
2017
Q4 		– Sell
-829
Closed -$43K – 176
2017
Q3 		$43K Sell
829
-40
-5% -$2.19K 0.04% 128
2017
Q2 		$48K Buy
+869
New +$49.6K 0.05% 136

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mountain Capital Investment Advisors's GIS Position: Q3 2023 in Review

Mountain Capital Investment Advisors sold out of General Mills (GIS) in Q3 2023, closing a stake of 23,249 shares — an estimated $1.8M sold.

Mountain Capital Investment Advisors first reported a position in GIS in Q2 2017 and held it in 14 quarters. The position peaked at $2.74M in Q4 2022. 1,501 funds tracked by Wall St. Rank hold GIS as of Q3 2023.

  • Mountain Capital Investment Advisors reported no remaining General Mills position as of Q3 2023 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 23,249 General Mills shares in Q3 2023, an estimated $1.8M.
  • Mountain Capital Investment Advisors first reported a position in General Mills in Q2 2017 and held it in 14 quarters.
  • Mountain Capital Investment Advisors's General Mills position peaked at $2.74M in Q4 2022.
  • 1,501 funds tracked by Wall St. Rank held General Mills as of Q3 2023.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.