Steph & Co’s General Mills GIS Stock Holding History

Steph & Co’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	–	Sell	-730	Closed	-$46.6K	–	269
2024 Q4	$46.6K	Buy	+730	New	+$49K	0.02%	181
2022 Q2	–	Sell	-400	Closed	-$27K	–	258
2022 Q1	$27K	Hold	400	–	–	0.02%	221
2021 Q4	$27K	Hold	400	–	–	0.02%	247
2021 Q3	$24K	Buy	+400	New	+$23.6K	0.02%	218

Other funds holding GIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Steph & Co's GIS Position: Q1 2025 in Review

Steph & Co sold out of General Mills (GIS) in Q1 2025, closing a stake of 730 shares — an estimated $46.6K sold.

Steph & Co first reported a position in GIS in Q3 2021 and held it in 4 quarters. The position peaked at $46.6K in Q4 2024. 1,557 funds tracked by Wall St. Rank hold GIS as of Q1 2025.

Steph & Co reported no remaining General Mills position as of Q1 2025 after selling out during the quarter.
Steph & Co sold 730 General Mills shares in Q1 2025, an estimated $46.6K.
Steph & Co first reported a position in General Mills in Q3 2021 and held it in 4 quarters.
Steph & Co's General Mills position peaked at $46.6K in Q4 2024.
1,557 funds tracked by Wall St. Rank held General Mills as of Q1 2025.

Based on Steph & Co's 13F filing for Q1 2025, filed 23 Apr 2025.