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Summit X LLC’s General Mills GIS Stock Holding History

Summit X LLC’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
Q3 		– Sell
-3,878
Closed -$298K – 224
2023
Q2 		$298K Sell
3,878
-1,302
-25% -$111K 0.07% 217
2023
Q1 		$443K Sell
5,180
-1,094
-17% -$87.4K 0.11% 169
2022
Q4 		$473K Buy
6,274
+1,070
+21% +$87.1K 0.14% 156
2022
Q3 		$397K Sell
5,204
-1,072
-17% -$81.7K 0.12% 178
2022
Q2 		$471K Sell
6,276
-1,185
-16% -$83K 0.14% 156
2022
Q1 		$502K Sell
7,461
-140
-2% -$9.39K 0.12% 167
2021
Q4 		$507K Buy
7,601
+217
+3% +$13.8K 0.12% 170
2021
Q3 		$443K Sell
7,384
-24
-0.3% -$1.42K 0.11% 182
2021
Q2 		$452K Sell
7,408
-38
-0.5% -$2.35K 0.11% 182
2021
Q1 		$455K Sell
7,446
-104
-1% -$6K 0.12% 169
2020
Q4 		$450K Buy
+7,550
New +$457K 0.13% 164
2020
Q2 		$475K Buy
+7,761
New +$468K 0.18% 121
2018
Q1 		– Sell
-14,384
Closed -$849K – 189
2017
Q4 		$849K Buy
14,384
+696
+5% +$37.6K 0.54% 44
2017
Q3 		$710K Buy
13,688
+1,568
+13% +$85.9K 0.47% 52
2017
Q2 		$670K Buy
+12,120
New +$692K 0.48% 57

Other funds holding GIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Summit X LLC's GIS Position: Q3 2023 in Review

Summit X LLC sold out of General Mills (GIS) in Q3 2023, closing a stake of 3,878 shares — an estimated $298K sold.

Summit X LLC first reported a position in GIS in Q2 2017 and held it in 15 quarters. The position peaked at $849K in Q4 2017. 1,502 funds tracked by Wall St. Rank hold GIS as of Q3 2023.

  • Summit X LLC reported no remaining General Mills position as of Q3 2023 after selling out during the quarter.
  • Summit X LLC sold 3,878 General Mills shares in Q3 2023, an estimated $298K.
  • Summit X LLC first reported a position in General Mills in Q2 2017 and held it in 15 quarters.
  • Summit X LLC's General Mills position peaked at $849K in Q4 2017.
  • 1,502 funds tracked by Wall St. Rank held General Mills as of Q3 2023.

Based on Summit X LLC's 13F filing for Q3 2023, filed 6 Nov 2023.