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Realta Investment Advisors’s General Mills GIS Stock Holding History

Realta Investment 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
-7,908
Closed -$500K – 506
2024
Q2 		$500K Sell
7,908
-504
-6% -$34.6K 0.1% 223
2024
Q1 		$589K Sell
8,412
-185
-2% -$12K 0.12% 206
2023
Q4 		$560K Buy
8,597
+74
+0.9% +$4.78K 0.13% 204
2023
Q3 		$654K Sell
8,523
-298
-3% -$21.1K 0.15% 160
2023
Q2 		$677K Buy
8,821
+425
+5% +$36.3K 0.15% 163
2023
Q1 		$718K Sell
8,396
-602
-7% -$48.1K 0.17% 139
2022
Q4 		$754K Sell
8,998
-3,211
-26% -$262K 0.18% 135
2022
Q3 		$935K Sell
12,209
-372
-3% -$28.4K 0.25% 98
2022
Q2 		$953K Hold
12,581
– – 0.23% 100
2022
Q1 		$852K Sell
12,581
-489
-4% -$32.8K 0.17% 130
2021
Q4 		$881K Sell
13,070
-177
-1% -$11.2K 0.19% 131
2021
Q3 		$792K Sell
13,247
-37
-0.3% -$2.19K 0.19% 136
2021
Q2 		$809K Sell
13,284
-1,011
-7% -$62.5K 0.19% 137
2021
Q1 		$877K Buy
14,295
+2,610
+22% +$151K 0.23% 114
2020
Q4 		$687K Buy
11,685
+6,974
+148% +$422K 0.19% 120
2020
Q3 		$291K Sell
4,711
-334
-7% -$20.9K 0.1% 226
2020
Q2 		$311K Sell
5,045
-285
-5% -$17.2K 0.1% 244
2020
Q1 		$281K Sell
5,330
-1,581
-23% -$83.5K 0.12% 214
2019
Q4 		$369K Sell
6,911
-427
-6% -$22.5K 0.1% 233
2019
Q3 		$406K Sell
7,338
-908
-11% -$48.9K 0.11% 207
2019
Q2 		$436K Buy
8,246
+502
+6% +$25.9K 0.12% 192
2019
Q1 		$404K Buy
+7,744
New +$351K 0.18% 156

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Realta Investment Advisors's GIS Position: Q3 2024 in Review

Realta Investment Advisors sold out of General Mills (GIS) in Q3 2024, closing a stake of 7,908 shares — an estimated $500K sold.

Realta Investment Advisors first reported a position in GIS in Q1 2019 and held it in 22 quarters. The position peaked at $953K in Q2 2022. 1,568 funds tracked by Wall St. Rank hold GIS as of Q3 2024.

  • Realta Investment Advisors reported no remaining General Mills position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 7,908 General Mills shares in Q3 2024, an estimated $500K.
  • Realta Investment Advisors first reported a position in General Mills in Q1 2019 and held it in 22 quarters.
  • Realta Investment Advisors's General Mills position peaked at $953K in Q2 2022.
  • 1,568 funds tracked by Wall St. Rank held General Mills as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.