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OneAscent Financial Services’s General Mills GIS Stock Holding History

OneAscent Financial Services’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
2025
Q1 		– Sell
-4,325
Closed -$276K – 503
2024
Q4 		$276K Buy
+4,325
New +$290K 0.02% 376
2023
Q2 		– Sell
-4,682
Closed -$400K – 159
2023
Q1 		$400K Buy
4,682
+205
+5% +$16.4K 0.16% 81
2022
Q4 		$375K Buy
+4,477
New +$365K 0.16% 78

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

OneAscent Financial Services's GIS Position: Q1 2025 in Review

OneAscent Financial Services sold out of General Mills (GIS) in Q1 2025, closing a stake of 4,325 shares — an estimated $276K sold.

OneAscent Financial Services first reported a position in GIS in Q4 2022 and held it in 3 quarters. The position peaked at $400K in Q1 2023. 1,558 funds tracked by Wall St. Rank hold GIS as of Q1 2025.

  • OneAscent Financial Services reported no remaining General Mills position as of Q1 2025 after selling out during the quarter.
  • OneAscent Financial Services sold 4,325 General Mills shares in Q1 2025, an estimated $276K.
  • OneAscent Financial Services first reported a position in General Mills in Q4 2022 and held it in 3 quarters.
  • OneAscent Financial Services's General Mills position peaked at $400K in Q1 2023.
  • 1,558 funds tracked by Wall St. Rank held General Mills as of Q1 2025.

Based on OneAscent Financial Services's 13F filing for Q1 2025, filed 5 May 2025.