True Link Financial Advisors’s General Mills GIS Stock Holding History

True Link Financial 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	–	Sell	-3,271	Closed	-$251K	–	107
2023 Q2	$251K	Sell	3,271 -137	-4%	-$11.7K	0.03%	105
2023 Q1	$291K	Hold	3,408	–	–	0.04%	107
2022 Q4	$286K	Sell	3,408 -35	-1%	-$2.85K	0.04%	106
2022 Q3	$264K	Buy	3,443 +417	+14%	+$31.8K	0.04%	117
2022 Q2	$228K	Hold	3,026	–	–	0.03%	115
2022 Q1	$205K	Buy	3,026 +2,975	+5,833%	+$200K	0.03%	124
2021 Q4	$3K	Sell	51 -44	-46%	-$2.79K	﹤0.01%	709
2021 Q3	$6K	Hold	95	–	–	﹤0.01%	657
2021 Q2	$6K	Buy	95 +44	+86%	+$2.72K	﹤0.01%	589
2021 Q1	$3K	Hold	51	–	–	﹤0.01%	667
2020 Q4	$3K	Buy	+51	New	+$3.08K	﹤0.01%	673

Other funds holding GIS

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

True Link Financial Advisors's GIS Position: Q3 2023 in Review

True Link Financial Advisors sold out of General Mills (GIS) in Q3 2023, closing a stake of 3,271 shares — an estimated $251K sold.

True Link Financial Advisors first reported a position in GIS in Q4 2020 and held it in 11 quarters. The position peaked at $291K in Q1 2023. 1,501 funds tracked by Wall St. Rank hold GIS as of Q3 2023.

True Link Financial Advisors reported no remaining General Mills position as of Q3 2023 after selling out during the quarter.
True Link Financial Advisors sold 3,271 General Mills shares in Q3 2023, an estimated $251K.
True Link Financial Advisors first reported a position in General Mills in Q4 2020 and held it in 11 quarters.
True Link Financial Advisors's General Mills position peaked at $291K in Q1 2023.
1,501 funds tracked by Wall St. Rank held General Mills as of Q3 2023.

Based on True Link Financial Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.