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Outlook Wealth Advisors’s General Mills GIS Stock Holding History

Outlook 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
2024
Q3 		– Sell
-7,129
Closed -$451K – 264
2024
Q2 		$451K Sell
7,129
-56
-0.8% -$3.85K 0.14% 146
2024
Q1 		$503K Sell
7,185
-261
-4% -$17K 0.16% 136
2023
Q4 		$485K Sell
7,446
-1,306
-15% -$84.3K 0.17% 124
2023
Q3 		$560K Buy
8,752
+251
+3% +$17.7K 0.21% 115
2023
Q2 		$652K Sell
8,501
-2,218
-21% -$190K 0.25% 109
2023
Q1 		$916K Buy
10,719
+35
+0.3% +$2.79K 0.41% 55
2022
Q4 		$896K Sell
10,684
-260
-2% -$21.2K 0.43% 57
2022
Q3 		$838K Sell
10,944
-213
-2% -$16.2K 0.38% 60
2022
Q2 		$842K Sell
11,157
-90
-0.8% -$6.3K 0.34% 73
2022
Q1 		$762K Sell
11,247
-140
-1% -$9.39K 0.25% 99
2021
Q4 		$767K Buy
11,387
+158
+1% +$10K 0.23% 103
2021
Q3 		$672K Buy
11,229
+204
+2% +$12.1K 0.22% 110
2021
Q2 		$672K Buy
11,025
+793
+8% +$49K 0.21% 116
2021
Q1 		$627K Sell
10,232
-53
-0.5% -$3.06K 0.22% 118
2020
Q4 		$605K Buy
10,285
+227
+2% +$13.7K 0.22% 108
2020
Q3 		$620K Buy
10,058
+1,980
+25% +$124K 0.25% 90
2020
Q2 		$498K Buy
8,078
+421
+5% +$25.4K 0.21% 96
2020
Q1 		$404K Buy
7,657
+331
+5% +$17.5K 0.23% 90
2019
Q4 		$392K Buy
7,326
+329
+5% +$17.3K 0.22% 98
2019
Q3 		$386K Sell
6,997
-3,004
-30% -$162K 0.23% 100
2019
Q2 		$525K Sell
10,001
-2,145
-18% -$111K 0.35% 70
2019
Q1 		$629K Sell
12,146
-10,374
-46% -$470K 0.52% 52
2018
Q4 		$877K Buy
+22,520
New +$951K 0.4% 63

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Outlook Wealth Advisors's GIS Position: Q3 2024 in Review

Outlook Wealth Advisors sold out of General Mills (GIS) in Q3 2024, closing a stake of 7,129 shares — an estimated $451K sold.

Outlook Wealth Advisors first reported a position in GIS in Q4 2018 and held it in 23 quarters. The position peaked at $916K in Q1 2023. 1,571 funds tracked by Wall St. Rank hold GIS as of Q3 2024.

  • Outlook Wealth Advisors reported no remaining General Mills position as of Q3 2024 after selling out during the quarter.
  • Outlook Wealth Advisors sold 7,129 General Mills shares in Q3 2024, an estimated $451K.
  • Outlook Wealth Advisors first reported a position in General Mills in Q4 2018 and held it in 23 quarters.
  • Outlook Wealth Advisors's General Mills position peaked at $916K in Q1 2023.
  • 1,571 funds tracked by Wall St. Rank held General Mills as of Q3 2024.

Based on Outlook Wealth Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.