SWM
GIS icon

Stockman Wealth Management’s General Mills GIS Stock Holding History

Stockman Wealth Management’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
2024
Q4 		– Sell
-3,127
Closed -$231K – 173
2024
Q3 		$231K Sell
3,127
-185
-6% -$12.8K 0.04% 163
2024
Q2 		$210K Hold
3,312
– – 0.04% 168
2024
Q1 		$232K Sell
3,312
-103
-3% -$6.71K 0.04% 161
2023
Q4 		$222K Sell
3,415
-207
-6% -$13.4K 0.04% 159
2023
Q3 		$232K Buy
3,622
+7
+0.2% +$495 0.05% 161
2023
Q2 		$277K Sell
3,615
-114
-3% -$9.74K 0.06% 150
2023
Q1 		$319K Hold
3,729
– – 0.07% 148
2022
Q4 		$313K Sell
3,729
-157
-4% -$12.8K 0.07% 146
2022
Q3 		$298K Hold
3,886
– – 0.08% 138
2022
Q2 		$293K Buy
3,886
+400
+11% +$28K 0.07% 144
2022
Q1 		$236K Buy
3,486
+100
+3% +$6.71K 0.05% 174
2021
Q4 		$228K Sell
3,386
-1,605
-32% -$102K 0.05% 192
2021
Q3 		$299K Hold
4,991
– – 0.07% 157
2021
Q2 		$304K Hold
4,991
– – 0.07% 152
2021
Q1 		$306K Hold
4,991
– – 0.09% 140
2020
Q4 		$293K Hold
4,991
– – 0.09% 134
2020
Q3 		$308K Hold
4,991
– – 0.11% 115
2020
Q2 		$308K Hold
4,991
– – 0.12% 116
2020
Q1 		$263K Sell
4,991
-1,400
-22% -$73.9K 0.12% 114
2019
Q4 		$342K Buy
6,391
+400
+7% +$21.1K 0.12% 122
2019
Q3 		$330K Buy
+5,991
New +$323K 0.13% 115

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Stockman Wealth Management's GIS Position: Q4 2024 in Review

Stockman Wealth Management sold out of General Mills (GIS) in Q4 2024, closing a stake of 3,127 shares — an estimated $231K sold.

Stockman Wealth Management first reported a position in GIS in Q3 2019 and held it in 21 quarters. The position peaked at $342K in Q4 2019. 1,621 funds tracked by Wall St. Rank hold GIS as of Q4 2024.

  • Stockman Wealth Management reported no remaining General Mills position as of Q4 2024 after selling out during the quarter.
  • Stockman Wealth Management sold 3,127 General Mills shares in Q4 2024, an estimated $231K.
  • Stockman Wealth Management first reported a position in General Mills in Q3 2019 and held it in 21 quarters.
  • Stockman Wealth Management's General Mills position peaked at $342K in Q4 2019.
  • 1,621 funds tracked by Wall St. Rank held General Mills as of Q4 2024.

Based on Stockman Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.