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One Wealth Advisors’s General Mills GIS Stock Holding History

One Wealth 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
-4,053
Closed -$259K – 222
2023
Q3 		$259K Sell
4,053
-52
-1% -$3.67K 0.06% 154
2023
Q2 		$315K Sell
4,105
-455
-10% -$38.9K 0.07% 143
2023
Q1 		$390K Buy
4,560
+533
+13% +$42.6K 0.09% 121
2022
Q4 		$338K Buy
+4,027
New +$328K 0.08% 131
2018
Q3 		– Sell
-4,927
Closed -$218K – 578
2018
Q2 		$218K Sell
4,927
-83
-2% -$3.63K 0.17% 116
2018
Q1 		$226K Sell
5,010
-2,831
-36% -$154K 0.2% 102
2017
Q4 		$465K Buy
+7,841
New +$424K 0.38% 34

Other funds holding GIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

One Wealth Advisors's GIS Position: Q4 2023 in Review

One Wealth Advisors sold out of General Mills (GIS) in Q4 2023, closing a stake of 4,053 shares — an estimated $259K sold.

One Wealth Advisors first reported a position in GIS in Q4 2017 and held it in 7 quarters. The position peaked at $465K in Q4 2017. 1,579 funds tracked by Wall St. Rank hold GIS as of Q4 2023.

  • One Wealth Advisors reported no remaining General Mills position as of Q4 2023 after selling out during the quarter.
  • One Wealth Advisors sold 4,053 General Mills shares in Q4 2023, an estimated $259K.
  • One Wealth Advisors first reported a position in General Mills in Q4 2017 and held it in 7 quarters.
  • One Wealth Advisors's General Mills position peaked at $465K in Q4 2017.
  • 1,579 funds tracked by Wall St. Rank held General Mills as of Q4 2023.

Based on One Wealth Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.