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Planned Solutions’s General Mills GIS Stock Holding History

Planned Solutions’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
-800
Closed -$59.1K – 308
2024
Q3 		$59.1K Buy
+800
New +$55.4K 0.02% 285
2024
Q1 		– Sell
-800
Closed -$52.1K – 261
2023
Q4 		$52.1K Buy
+800
New +$51.6K 0.02% 279
2021
Q1 		– Sell
-1,242
Closed -$73K – 192
2020
Q4 		$73K Hold
1,242
– – 0.06% 143
2020
Q3 		$77K Buy
+1,242
New +$77.6K 0.08% 102

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Planned Solutions's GIS Position: Q4 2024 in Review

Planned Solutions sold out of General Mills (GIS) in Q4 2024, closing a stake of 800 shares — an estimated $59.1K sold.

Planned Solutions first reported a position in GIS in Q3 2020 and held it in 4 quarters. The position peaked at $77K in Q3 2020. 1,621 funds tracked by Wall St. Rank hold GIS as of Q4 2024.

  • Planned Solutions reported no remaining General Mills position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 800 General Mills shares in Q4 2024, an estimated $59.1K.
  • Planned Solutions first reported a position in General Mills in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's General Mills position peaked at $77K in Q3 2020.
  • 1,621 funds tracked by Wall St. Rank held General Mills as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.