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Sheaff Brock Investment Advisors’s General Mills GIS Stock Holding History

Sheaff Brock 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
2023
Q3 		– Sell
-3,960
Closed -$304K – 473
2023
Q2 		$304K Hold
3,960
– – 0.03% 344
2023
Q1 		$338K Hold
3,960
– – 0.03% 325
2022
Q4 		$332K Sell
3,960
-308
-7% -$25.1K 0.03% 319
2022
Q3 		$327K Sell
4,268
-58
-1% -$4.42K 0.04% 311
2022
Q2 		$326K Hold
4,326
– – 0.03% 321
2022
Q1 		$293K Buy
4,326
+100
+2% +$6.71K 0.02% 379
2021
Q4 		$285K Hold
4,226
– – 0.02% 401
2021
Q3 		$252K Sell
4,226
-1,800
-30% -$106K 0.02% 424
2021
Q2 		$367K Hold
6,026
– – 0.03% 323
2021
Q1 		$369K Sell
6,026
-13
-0.2% -$750 0.03% 308
2020
Q4 		$355K Hold
6,039
– – 0.03% 296
2020
Q3 		$372K Hold
6,039
– – 0.03% 259
2020
Q2 		$372K Sell
6,039
-101
-2% -$6.09K 0.04% 260
2020
Q1 		$324K Sell
6,140
-100
-2% -$5.28K 0.04% 256
2019
Q4 		$334K Buy
6,240
+101
+2% +$5.32K 0.03% 320
2019
Q3 		$338K Sell
6,139
-1,000
-14% -$53.9K 0.04% 314
2019
Q2 		$375K Sell
7,139
-700
-9% -$36.2K 0.04% 297
2019
Q1 		$406K Sell
7,839
-200
-2% -$9.06K 0.05% 293
2018
Q4 		$313K Sell
8,039
-140
-2% -$5.91K 0.05% 316
2018
Q3 		$351K Sell
8,179
-700
-8% -$31.7K 0.03% 325
2018
Q2 		$393K Buy
8,879
+1,629
+22% +$71.3K 0.04% 311
2018
Q1 		$327K Buy
7,250
+2,000
+38% +$108K 0.03% 338
2017
Q4 		$311K Sell
5,250
-2,600
-33% -$141K 0.04% 341
2017
Q3 		$406K Buy
7,850
+320
+4% +$17.5K 0.05% 296
2017
Q2 		$417K Buy
7,530
+365
+5% +$20.8K 0.05% 306
2017
Q1 		$423K Sell
7,165
-127
-2% -$7.76K 0.06% 311
2016
Q4 		$450K Sell
7,292
-4,749
-39% -$294K 0.06% 300
2016
Q3 		$769K Sell
12,041
-950
-7% -$66.1K 0.1% 205
2016
Q2 		$927K Buy
12,991
+114
+0.9% +$7.26K 0.12% 178
2016
Q1 		$816K Hold
12,877
– – 0.1% 198
2015
Q4 		$743K Buy
+12,877
New +$741K 0.08% 236

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sheaff Brock Investment Advisors's GIS Position: Q3 2023 in Review

Sheaff Brock Investment Advisors sold out of General Mills (GIS) in Q3 2023, closing a stake of 3,960 shares — an estimated $304K sold.

Sheaff Brock Investment Advisors first reported a position in GIS in Q4 2015 and held it in 31 quarters. The position peaked at $927K in Q2 2016. 1,501 funds tracked by Wall St. Rank hold GIS as of Q3 2023.

  • Sheaff Brock Investment Advisors reported no remaining General Mills position as of Q3 2023 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 3,960 General Mills shares in Q3 2023, an estimated $304K.
  • Sheaff Brock Investment Advisors first reported a position in General Mills in Q4 2015 and held it in 31 quarters.
  • Sheaff Brock Investment Advisors's General Mills position peaked at $927K in Q2 2016.
  • 1,501 funds tracked by Wall St. Rank held General Mills as of Q3 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.