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Souders Financial Advisors’s General Mills GIS Stock Holding History

Souders Financial 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
Q4 		– Sell
-4,887
Closed -$313K – 155
2023
Q3 		$313K Sell
4,887
-5,575
-53% -$394K 0.06% 138
2023
Q2 		$802K Sell
10,462
-3,126
-23% -$267K 0.15% 93
2023
Q1 		$1.16M Sell
13,588
-688
-5% -$54.9K 0.25% 77
2022
Q4 		$1.2M Buy
14,276
+2,798
+24% +$228K 0.27% 77
2022
Q3 		$879K Buy
11,478
+3,952
+53% +$301K 0.24% 81
2022
Q2 		$568K Buy
+7,526
New +$527K 0.16% 95

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

Souders Financial Advisors's GIS Position: Q4 2023 in Review

Souders Financial Advisors sold out of General Mills (GIS) in Q4 2023, closing a stake of 4,887 shares — an estimated $313K sold.

Souders Financial Advisors first reported a position in GIS in Q2 2022 and held it in 6 quarters. The position peaked at $1.2M in Q4 2022. 1,577 funds tracked by Wall St. Rank hold GIS as of Q4 2023.

  • Souders Financial Advisors reported no remaining General Mills position as of Q4 2023 after selling out during the quarter.
  • Souders Financial Advisors sold 4,887 General Mills shares in Q4 2023, an estimated $313K.
  • Souders Financial Advisors first reported a position in General Mills in Q2 2022 and held it in 6 quarters.
  • Souders Financial Advisors's General Mills position peaked at $1.2M in Q4 2022.
  • 1,577 funds tracked by Wall St. Rank held General Mills as of Q4 2023.

Based on Souders Financial Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.