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Schechter Investment Advisors’s General Mills GIS Stock Holding History

Schechter 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
2025
Q1 		$363K Sell
6,070
-368
-6% -$22.1K 0.03% 435
2024
Q4 		$411K Sell
6,438
-314
-5% -$21.1K 0.03% 422
2024
Q3 		$499K Sell
6,752
-102
-1% -$7.07K 0.04% 396
2024
Q2 		$434K Buy
6,854
+131
+2% +$8.99K 0.03% 403
2024
Q1 		$470K Buy
6,723
+18
+0.3% +$1.17K 0.04% 388
2023
Q4 		$437K Buy
6,705
+943
+16% +$60.9K 0.04% 378
2023
Q3 		$369K Sell
5,762
-3,811
-40% -$269K 0.04% 404
2023
Q2 		$734K Sell
9,573
-109
-1% -$9.31K 0.07% 307
2023
Q1 		$827K Buy
9,682
+450
+5% +$35.9K 0.08% 295
2022
Q4 		$774K Buy
9,232
+186
+2% +$15.1K 0.07% 372
2022
Q3 		$693K Buy
9,046
+3,403
+60% +$259K 0.07% 406
2022
Q2 		$425K Buy
5,643
+291
+5% +$20.4K 0.04% 581
2022
Q1 		$362K Buy
5,352
+240
+5% +$16.1K 0.03% 636
2021
Q4 		$345K Buy
+5,112
New +$325K 0.03% 636

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Schechter Investment Advisors's GIS Position: Q1 2025 in Review

Schechter Investment Advisors reduced its General Mills (GIS) stake by 5.7% in Q1 2025, selling an estimated $22.1K and leaving 6,070 shares worth $363K. The position accounts for 0.03% of the portfolio, ranked #435.

Schechter Investment Advisors first reported a position in GIS in Q4 2021 and has held it in 14 quarters since. The position peaked at $827K in Q1 2023. 1,553 funds tracked by Wall St. Rank hold GIS as of Q1 2025.

  • Schechter Investment Advisors held 6,070 shares of General Mills worth $363K as of Q1 2025.
  • Schechter Investment Advisors sold 368 General Mills shares in Q1 2025, an estimated $22.1K.
  • General Mills made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #435 holding.
  • Schechter Investment Advisors first reported a position in General Mills in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's General Mills position peaked at $827K in Q1 2023.
  • 1,553 funds tracked by Wall St. Rank held General Mills as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.