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Simplicity Solutions’s General Mills GIS Stock Holding History

Simplicity 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
2023
Q4 		$1.82M Buy
27,962
+3,275
+13% +$211K 0.05% 317
2023
Q3 		$1.58M Sell
24,687
-15,047
-38% -$1.06M 0.05% 325
2023
Q2 		$3.05M Buy
39,734
+7,631
+24% +$652K 0.08% 224
2023
Q1 		$2.74M Buy
32,103
+18,263
+132% +$1.46M 0.07% 244
2022
Q4 		$1.16M Buy
13,840
+5,284
+62% +$430K 0.16% 159
2022
Q3 		$655K Sell
8,556
-3,773
-31% -$288K 0.1% 259
2022
Q2 		$930K Buy
12,329
+1,679
+16% +$118K 0.12% 197
2022
Q1 		$722K Buy
10,650
+2,158
+25% +$145K 0.09% 237
2021
Q4 		$572K Sell
8,492
-1,409
-14% -$89.5K 0.06% 345
2021
Q3 		$592K Buy
9,901
+4,676
+89% +$276K 0.09% 251
2021
Q2 		$318K Buy
5,225
+584
+13% +$36.1K 0.06% 356
2021
Q1 		$285K Sell
4,641
-48,433
-91% -$2.79M 0.06% 354
2020
Q4 		$3.12M Buy
53,074
+5,063
+11% +$306K 0.05% 294
2020
Q3 		$2.96M Sell
48,011
-5,106
-10% -$319K 0.05% 263
2020
Q2 		$3.27M Buy
53,117
+28,115
+112% +$1.7M 0.06% 230
2020
Q1 		$1.32M Buy
25,002
+742
+3% +$39.2K 0.04% 291
2019
Q4 		$1.3M Buy
24,260
+10,545
+77% +$556K 0.04% 330
2019
Q3 		$756K Sell
13,715
-5,358
-28% -$289K 0.03% 353
2019
Q2 		$1M Sell
19,073
-11,414
-37% -$590K 0.04% 255
2019
Q1 		$1.58M Buy
30,487
+1,909
+7% +$86.5K 0.09% 186
2018
Q4 		$1.11M Sell
28,578
-5,674
-17% -$240K 0.14% 166
2018
Q3 		$1.47M Sell
34,252
-3,522
-9% -$159K 0.08% 130
2018
Q2 		$1.67M Buy
37,774
+4,769
+14% +$209K 0.12% 99
2018
Q1 		$1.49M Buy
33,005
+482
+1% +$26.1K 0.13% 95
2017
Q4 		$1.93M Buy
32,523
+25,610
+370% +$1.39M 0.19% 77
2017
Q3 		$358K Sell
6,913
-4,236
-38% -$232K 0.24% 121
2017
Q2 		$618K Buy
11,149
+3,460
+45% +$197K 0.07% 217
2017
Q1 		$454K Buy
+7,689
New +$470K 0.07% 244
2016
Q1 		– Sell
-7,662
Closed -$442K – 313
2015
Q4 		$442K Buy
+7,662
New +$441K 0.05% 471

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Simplicity Solutions's GIS Position: Q4 2023 in Review

Simplicity Solutions increased its General Mills (GIS) stake by 13% in Q4 2023, buying an estimated $211K and bringing the position to 27,962 shares worth $1.82M. The position accounts for 0.05% of the portfolio, ranked #317.

Simplicity Solutions first reported a position in GIS in Q4 2015 and has held it in 29 quarters since. The position peaked at $3.27M in Q2 2020. 1,577 funds tracked by Wall St. Rank hold GIS as of Q4 2023.

  • Simplicity Solutions held 27,962 shares of General Mills worth $1.82M as of Q4 2023.
  • Simplicity Solutions bought 3,275 General Mills shares in Q4 2023, an estimated $211K.
  • General Mills made up 0.05% of Simplicity Solutions's portfolio in Q4 2023, its #317 holding.
  • Simplicity Solutions first reported a position in General Mills in Q4 2015 and has held it in 29 quarters since.
  • Simplicity Solutions's General Mills position peaked at $3.27M in Q2 2020.
  • 1,577 funds tracked by Wall St. Rank held General Mills as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.