SP
GIS icon

Successful Portfolios’s General Mills GIS Stock Holding History

Successful Portfolios’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
Q2 		– Sell
-3,004
Closed -$210K – 164
2024
Q1 		$210K Sell
3,004
-129
-4% -$8.4K 0.14% 153
2023
Q4 		$204K Hold
3,133
– – 0.15% 153
2023
Q3 		$200K Hold
3,133
– – 0.18% 135
2023
Q2 		$240K Sell
3,133
-1,225
-28% -$105K 0.21% 113
2023
Q1 		$372K Sell
4,358
-600
-12% -$47.9K 0.23% 107
2022
Q4 		$416K Buy
4,958
+250
+5% +$20.4K 0.27% 101
2022
Q3 		$361K Hold
4,708
– – 0.26% 98
2022
Q2 		$355K Sell
4,708
-9
-0.2% -$630 0.24% 110
2022
Q1 		$319K Hold
4,717
– – 0.18% 141
2021
Q4 		$318K Sell
4,717
-38
-0.8% -$2.41K 0.17% 138
2021
Q3 		$284K Sell
4,755
-50
-1% -$2.96K 0.17% 147
2021
Q2 		$293K Hold
4,805
– – 0.18% 147
2021
Q1 		$295K Buy
4,805
+100
+2% +$5.77K 0.19% 134
2020
Q4 		$277K Sell
4,705
-35
-0.7% -$2.12K 0.2% 136
2020
Q3 		$292K Sell
4,740
-180
-4% -$11.3K 0.23% 116
2020
Q2 		$303K Buy
4,920
+238
+5% +$14.4K 0.27% 105
2020
Q1 		$247K Buy
4,682
+210
+5% +$11.1K 0.25% 109
2019
Q4 		$240K Sell
4,472
-402
-8% -$21.2K 0.21% 125
2019
Q3 		$269K Buy
4,874
+451
+10% +$24.3K 0.25% 112
2019
Q2 		$232K Sell
4,423
-158
-3% -$8.16K 0.25% 114
2019
Q1 		$237K Buy
+4,581
New +$207K 0.26% 109
2018
Q1 		– Sell
-3,589
Closed -$213K – 133
2017
Q4 		$213K Buy
+3,589
New +$194K 0.26% 117

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Successful Portfolios's GIS Position: Q2 2024 in Review

Successful Portfolios sold out of General Mills (GIS) in Q2 2024, closing a stake of 3,004 shares — an estimated $210K sold.

Successful Portfolios first reported a position in GIS in Q4 2017 and held it in 22 quarters. The position peaked at $416K in Q4 2022. 1,535 funds tracked by Wall St. Rank hold GIS as of Q2 2024.

  • Successful Portfolios reported no remaining General Mills position as of Q2 2024 after selling out during the quarter.
  • Successful Portfolios sold 3,004 General Mills shares in Q2 2024, an estimated $210K.
  • Successful Portfolios first reported a position in General Mills in Q4 2017 and held it in 22 quarters.
  • Successful Portfolios's General Mills position peaked at $416K in Q4 2022.
  • 1,535 funds tracked by Wall St. Rank held General Mills as of Q2 2024.

Based on Successful Portfolios's 13F filing for Q2 2024, filed 12 Jul 2024.