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Symphony Financial’s General Mills GIS Stock Holding History

Symphony Financial’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
-4,265
Closed -$317K – 232
2024
Q3 		$317K Sell
4,265
-3,042
-42% -$211K 0.05% 179
2024
Q2 		$466K Sell
7,307
-57
-0.8% -$3.91K 0.09% 140
2024
Q1 		$515K Buy
7,364
+24
+0.3% +$1.56K 0.12% 116
2023
Q4 		$461K Sell
7,340
-10,219
-58% -$660K 0.1% 136
2023
Q3 		$1.1M Sell
17,559
-1,892
-10% -$134K 0.27% 66
2023
Q2 		$1.48M Sell
19,451
-2,029
-9% -$173K 0.36% 60
2023
Q1 		$1.82M Buy
21,480
+4,285
+25% +$342K 0.47% 49
2022
Q4 		$1.44M Buy
17,195
+5,823
+51% +$474K 0.38% 57
2022
Q3 		$884K Buy
11,372
+13
+0.1% +$991 0.29% 78
2022
Q2 		$849K Sell
11,359
-21,941
-66% -$1.54M 0.25% 83
2022
Q1 		$2.32M Sell
33,300
-688
-2% -$46.1K 0.55% 39
2021
Q4 		$2.29M Buy
33,988
+3,068
+10% +$195K 0.63% 34
2021
Q3 		$1.88M Sell
30,920
-1,517
-5% -$89.6K 0.65% 35
2021
Q2 		$1.98M Sell
32,437
-220
-0.7% -$13.6K 0.67% 36
2021
Q1 		$2.02M Buy
32,657
+9,228
+39% +$532K 0.53% 36
2020
Q4 		$1.38M Sell
23,429
-2,418
-9% -$146K 0.5% 40
2020
Q3 		$1.59M Buy
+25,847
New +$1.62M 0.65% 34

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

Symphony Financial's GIS Position: Q4 2024 in Review

Symphony Financial sold out of General Mills (GIS) in Q4 2024, closing a stake of 4,265 shares — an estimated $317K sold.

Symphony Financial first reported a position in GIS in Q3 2020 and held it in 17 quarters. The position peaked at $2.32M in Q1 2022. 1,621 funds tracked by Wall St. Rank hold GIS as of Q4 2024.

  • Symphony Financial reported no remaining General Mills position as of Q4 2024 after selling out during the quarter.
  • Symphony Financial sold 4,265 General Mills shares in Q4 2024, an estimated $317K.
  • Symphony Financial first reported a position in General Mills in Q3 2020 and held it in 17 quarters.
  • Symphony Financial's General Mills position peaked at $2.32M in Q1 2022.
  • 1,621 funds tracked by Wall St. Rank held General Mills as of Q4 2024.

Based on Symphony Financial's 13F filing for Q4 2024, filed 24 Jan 2025.