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Rockbridge Investment Management’s General Mills GIS Stock Holding History

Rockbridge Investment Management’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
Q1 		– Sell
-93
Closed -$6.06K – 320
2023
Q4 		$6.06K Buy
+93
New +$6K ﹤0.01% 452
2022
Q3 		– Sell
-93
Closed -$7.02K – 296
2022
Q2 		$7.02K Hold
93
– – ﹤0.01% 411
2022
Q1 		$6.4K Hold
93
– – ﹤0.01% 584
2021
Q4 		$6K Hold
93
– – ﹤0.01% 639
2021
Q3 		$6K Hold
93
– – ﹤0.01% 584
2021
Q2 		$6K Hold
93
– – ﹤0.01% 584
2021
Q1 		$6K Hold
93
– – ﹤0.01% 559
2020
Q4 		$5K Hold
93
– – ﹤0.01% 564
2020
Q3 		$6K Hold
93
– – ﹤0.01% 511
2020
Q2 		$6K Buy
+93
New +$5.61K ﹤0.01% 476

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Rockbridge Investment Management's GIS Position: Q1 2024 in Review

Rockbridge Investment Management sold out of General Mills (GIS) in Q1 2024, closing a stake of 93 shares — an estimated $6.06K sold.

Rockbridge Investment Management first reported a position in GIS in Q2 2020 and held it in 10 quarters. The position peaked at $7.02K in Q2 2022. 1,590 funds tracked by Wall St. Rank hold GIS as of Q1 2024.

  • Rockbridge Investment Management reported no remaining General Mills position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 93 General Mills shares in Q1 2024, an estimated $6.06K.
  • Rockbridge Investment Management first reported a position in General Mills in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's General Mills position peaked at $7.02K in Q2 2022.
  • 1,590 funds tracked by Wall St. Rank held General Mills as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.