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Sugarloaf Wealth Management’s General Mills GIS Stock Holding History

Sugarloaf 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 		$157K Hold
2,458
– – 0.03% 195
2024
Q3 		$182K Buy
2,458
+5
+0.2% +$346 0.03% 181
2024
Q2 		$155K Buy
2,453
+5
+0.2% +$343 0.03% 189
2024
Q1 		$171K Buy
2,448
+6
+0.2% +$391 0.04% 173
2023
Q4 		$159K Buy
2,442
+5
+0.2% +$323 0.04% 173
2023
Q3 		$156K Buy
2,437
+5
+0.2% +$353 0.04% 161
2023
Q2 		$187K Buy
2,432
+4
+0.2% +$342 0.04% 142
2023
Q1 		$208K Buy
2,428
+3
+0.1% +$240 0.05% 127
2022
Q4 		$203K Buy
2,425
+3
+0.1% +$244 0.05% 125
2022
Q3 		$186K Buy
2,422
+4
+0.2% +$305 0.05% 127
2022
Q2 		$182K Buy
2,418
+5
+0.2% +$350 0.05% 133
2022
Q1 		$163K Buy
2,413
+3
+0.1% +$201 0.04% 139
2021
Q4 		$162K Sell
2,410
-220
-8% -$14K 0.04% 147
2021
Q3 		$157K Buy
2,630
+5
+0.2% +$295 0.04% 149
2021
Q2 		$160K Buy
2,625
+5
+0.2% +$309 0.04% 142
2021
Q1 		$161 Buy
2,620
+4
+0.2% +$231 0.05% 139
2020
Q4 		$154K Buy
2,616
+5
+0.2% +$302 0.05% 132
2020
Q3 		$161K Buy
2,611
+4
+0.2% +$250 0.06% 123
2020
Q2 		$161K Buy
2,607
+4
+0.2% +$241 0.06% 124
2020
Q1 		$137K Sell
2,603
-432
-14% -$22.8K 0.06% 130
2019
Q4 		$163K Buy
+3,035
New +$160K 0.07% 131

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

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

Sugarloaf Wealth Management held its General Mills (GIS) position steady in Q4 2024 at 2,458 shares worth $157K. The position accounts for 0.03% of the portfolio, ranked #195.

Sugarloaf Wealth Management first reported a position in GIS in Q4 2019 and has held it in 21 quarters since. The position peaked at $208K in Q1 2023. 1,621 funds tracked by Wall St. Rank hold GIS as of Q4 2024.

  • Sugarloaf Wealth Management held 2,458 shares of General Mills worth $157K as of Q4 2024.
  • Sugarloaf Wealth Management left its General Mills share count unchanged in Q4 2024.
  • General Mills made up 0.03% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #195 holding.
  • Sugarloaf Wealth Management first reported a position in General Mills in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's General Mills position peaked at $208K in Q1 2023.
  • 1,621 funds tracked by Wall St. Rank held General Mills as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.