The Family Firm’s General Mills GIS Stock Holding History

The Family Firm’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 Q3	–	Sell	-1,730	Closed	-$109K	–	453
2024 Q2	$109K	Buy	+1,730	New	+$119K	0.02%	260

Other funds holding GIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

The Family Firm's GIS Position: Q3 2024 in Review

The Family Firm sold out of General Mills (GIS) in Q3 2024, closing a stake of 1,730 shares — an estimated $109K sold.

The Family Firm first reported a position in GIS in Q2 2024 and held it in 1 quarter. The position peaked at $109K in Q2 2024. 1,568 funds tracked by Wall St. Rank hold GIS as of Q3 2024.

The Family Firm reported no remaining General Mills position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 1,730 General Mills shares in Q3 2024, an estimated $109K.
The Family Firm first reported a position in General Mills in Q2 2024 and held it in 1 quarter.
The Family Firm's General Mills position peaked at $109K in Q2 2024.
1,568 funds tracked by Wall St. Rank held General Mills as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.