New Potomac Partners’s General Mills GIS Stock Holding History

New Potomac Partners’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 Q3	$29.5K	Buy	+400	New	+$27.7K	0.02%	131
2020 Q4	–	Sell	-400	Closed	-$25K	–	85
2020 Q3	$25K	Hold	400	–	–	0.02%	99
2020 Q2	$25K	Hold	400	–	–	0.02%	104
2020 Q1	$21K	Hold	400	–	–	0.02%	105
2019 Q4	$21K	Hold	400	–	–	0.02%	112
2019 Q3	$22K	Hold	400	–	–	0.02%	113
2019 Q2	$21K	Hold	400	–	–	0.02%	114
2019 Q1	$21K	Hold	400	–	–	0.02%	113
2018 Q4	$16K	Hold	400	–	–	0.02%	127
2018 Q3	$17K	Hold	400	–	–	0.02%	127
2018 Q2	$18K	Hold	400	–	–	0.02%	124
2018 Q1	$18K	Hold	400	–	–	0.02%	124
2017 Q4	$24K	Buy	+400	New	+$21.6K	0.02%	116

Other funds holding GIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

New Potomac Partners's GIS Position: Q3 2024 in Review

New Potomac Partners opened a new position in General Mills (GIS) in Q3 2024: 400 shares worth $29.5K. The stake represents 0.02% of the portfolio and ranks #131 among its holdings. This is a return to the name: New Potomac Partners previously reported a position in GIS as recently as Q3 2020.

New Potomac Partners first reported a position in GIS in Q4 2017 and has held it in 13 quarters since. 1,571 funds tracked by Wall St. Rank hold GIS as of Q3 2024.

New Potomac Partners held 400 shares of General Mills worth $29.5K as of Q3 2024.
General Mills was a new New Potomac Partners position in Q3 2024.
General Mills made up 0.02% of New Potomac Partners's portfolio in Q3 2024, its #131 holding.
New Potomac Partners first reported a position in General Mills in Q4 2017 and has held it in 13 quarters since.
1,571 funds tracked by Wall St. Rank held General Mills as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.