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Synergy Asset Management’s General Mills GIS Stock Holding History

Synergy Asset 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
2025
Q1 		– Sell
-97
Closed -$7.16K – 360
2024
Q4 		$7.16K Buy
+97
New +$6.51K ﹤0.01% 525
2023
Q4 		– Sell
-51,376
Closed -$3.29M – 154
2023
Q3 		$3.29M Buy
+51,376
New +$3.63M 0.65% 47
2021
Q2 		– Sell
-50,053
Closed -$3.07M – 114
2021
Q1 		$3.07M Buy
50,053
+31,050
+163% +$1.79M 0.92% 37
2020
Q4 		$1.12M Buy
+19,003
New +$1.15M 0.35% 55

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Synergy Asset Management's GIS Position: Q1 2025 in Review

Synergy Asset Management sold out of General Mills (GIS) in Q1 2025, closing a stake of 97 shares — an estimated $7.16K sold.

Synergy Asset Management first reported a position in GIS in Q4 2020 and held it in 4 quarters. The position peaked at $3.29M in Q3 2023. 1,558 funds tracked by Wall St. Rank hold GIS as of Q1 2025.

  • Synergy Asset Management reported no remaining General Mills position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 97 General Mills shares in Q1 2025, an estimated $7.16K.
  • Synergy Asset Management first reported a position in General Mills in Q4 2020 and held it in 4 quarters.
  • Synergy Asset Management's General Mills position peaked at $3.29M in Q3 2023.
  • 1,558 funds tracked by Wall St. Rank held General Mills as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.