Paragon Financial Partners’s General Mills GIS Stock Holding History

Paragon Financial 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 Q4	–	Sell	-4,108	Closed	-$303K	–	76
2024 Q3	$303K	Hold	4,108	–	–	0.22%	66
2024 Q2	$260K	Hold	4,108	–	–	0.2%	73
2024 Q1	$287K	Buy	4,108 +84	+2%	+$5.47K	0.24%	69
2023 Q4	$262K	Hold	4,024	–	–	0.25%	68
2023 Q3	$257K	Hold	4,024	–	–	0.27%	67
2023 Q2	$309K	Hold	4,024	–	–	0.29%	60
2023 Q1	$344K	Hold	4,024	–	–	0.36%	57
2022 Q4	$337K	Hold	4,024	–	–	0.37%	54
2022 Q3	$308K	Hold	4,024	–	–	0.35%	56
2022 Q2	$304K	Hold	4,024	–	–	0.31%	60
2022 Q1	$273K	Hold	4,024	–	–	0.24%	71
2021 Q4	$271K	Buy	+4,024	New	+$256K	0.22%	73

Other funds holding GIS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Paragon Financial Partners's GIS Position: Q4 2024 in Review

Paragon Financial Partners sold out of General Mills (GIS) in Q4 2024, closing a stake of 4,108 shares — an estimated $303K sold.

Paragon Financial Partners first reported a position in GIS in Q4 2021 and held it in 12 quarters. The position peaked at $344K in Q1 2023. 1,621 funds tracked by Wall St. Rank hold GIS as of Q4 2024.

Paragon Financial Partners reported no remaining General Mills position as of Q4 2024 after selling out during the quarter.
Paragon Financial Partners sold 4,108 General Mills shares in Q4 2024, an estimated $303K.
Paragon Financial Partners first reported a position in General Mills in Q4 2021 and held it in 12 quarters.
Paragon Financial Partners's General Mills position peaked at $344K in Q1 2023.
1,621 funds tracked by Wall St. Rank held General Mills as of Q4 2024.

Based on Paragon Financial Partners's 13F filing for Q4 2024, filed 17 Jan 2025.