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Sutton Wealth Advisors’s General Mills GIS Stock Holding History

Sutton Wealth Advisors’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 		$95.4K Buy
1,491
+93
+7% +$6.57K 0.05% 172
2023
Q2 		$107K Sell
1,398
-452
-24% -$38.6K 0.05% 163
2023
Q1 		$158K Sell
1,850
-1,357
-42% -$108K 0.08% 123
2022
Q4 		$269K Buy
3,207
+11
+0.3% +$896 0.1% 144
2022
Q3 		$245K Sell
3,196
-14
-0.4% -$1.07K 0.1% 147
2022
Q2 		$242K Buy
3,210
+62
+2% +$4.34K 0.1% 146
2022
Q1 		$213K Hold
3,148
– – 0.07% 175
2021
Q4 		$212K Sell
3,148
-3,128
-50% -$199K 0.07% 173
2021
Q3 		$375K Sell
6,276
-11
-0.2% -$650 0.14% 112
2021
Q2 		$383K Buy
6,287
+17
+0.3% +$1.05K 0.14% 113
2021
Q1 		$384K Buy
6,270
+10
+0.2% +$577 0.15% 106
2020
Q4 		$368K Buy
6,260
+3,147
+101% +$190K 0.16% 106
2020
Q3 		$192K Buy
3,113
+50
+2% +$3.13K 0.09% 145
2020
Q2 		$189K Buy
3,063
+5
+0.2% +$302 0.1% 145
2020
Q1 		$161K Buy
3,058
+478
+19% +$25.2K 0.1% 147
2019
Q4 		$138K Hold
2,580
– – 0.07% 184
2019
Q3 		$142K Hold
2,580
– – 0.08% 179
2019
Q2 		$136K Hold
2,580
– – 0.08% 177
2019
Q1 		$134K Sell
2,580
-424
-14% -$19.2K 0.08% 177
2018
Q4 		$117K Buy
3,004
+30
+1% +$1.27K 0.08% 176
2018
Q3 		$128K Sell
2,974
-400
-12% -$18.1K 0.08% 174
2018
Q2 		$149K Sell
3,374
-417
-11% -$18.3K 0.1% 154
2018
Q1 		$171K Sell
3,791
-100
-3% -$5.42K 0.12% 139
2017
Q4 		$231K Hold
3,891
– – 0.17% 112
2017
Q3 		$201K Sell
3,891
-404
-9% -$22.1K 0.15% 117
2017
Q2 		$238K Sell
4,295
-35
-0.8% -$2K 0.19% 91
2017
Q1 		$256K Buy
4,330
+3
+0.1% +$183 0.21% 75
2016
Q4 		$267K Buy
4,327
+155
+4% +$9.6K 0.24% 72
2016
Q3 		$267K Hold
4,172
– – 0.24% 70
2016
Q2 		$298K Buy
4,172
+281
+7% +$17.9K 0.28% 69
2016
Q1 		$246K Buy
+3,891
New +$226K 0.23% 72

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sutton Wealth Advisors's GIS Position: Q3 2023 in Review

Sutton Wealth Advisors increased its General Mills (GIS) stake by 6.7% in Q3 2023, buying an estimated $6.57K and bringing the position to 1,491 shares worth $95.4K. The position accounts for 0.05% of the portfolio, ranked #172.

Sutton Wealth Advisors first reported a position in GIS in Q1 2016 and has held it in 31 quarters since. The position peaked at $384K in Q1 2021. 1,502 funds tracked by Wall St. Rank hold GIS as of Q3 2023.

  • Sutton Wealth Advisors held 1,491 shares of General Mills worth $95.4K as of Q3 2023.
  • Sutton Wealth Advisors bought 93 General Mills shares in Q3 2023, an estimated $6.57K.
  • General Mills made up 0.05% of Sutton Wealth Advisors's portfolio in Q3 2023, its #172 holding.
  • Sutton Wealth Advisors first reported a position in General Mills in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's General Mills position peaked at $384K in Q1 2021.
  • 1,502 funds tracked by Wall St. Rank held General Mills as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.