TrueWealth Advisors’s General Mills GIS Stock Holding History

TrueWealth 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
2024 Q3	–	Sell	-3,820	Closed	-$242K	–	230
2024 Q2	$242K	Sell	3,820 -205	-5%	-$14.1K	0.09%	199
2024 Q1	$282K	Sell	4,025 -29	-0.7%	-$1.89K	0.11%	161
2023 Q4	$264K	Buy	4,054 +217	+6%	+$14K	0.1%	155
2023 Q3	$246K	Buy	3,837 +158	+4%	+$11.2K	0.1%	158
2023 Q2	$282K	Buy	3,679 +93	+3%	+$7.95K	0.12%	137
2023 Q1	$306K	Buy	3,586 +631	+21%	+$50.4K	0.13%	130
2022 Q4	$248K	Buy	+2,955	New	+$241K	0.11%	150

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

TrueWealth Advisors's GIS Position: Q3 2024 in Review

TrueWealth Advisors sold out of General Mills (GIS) in Q3 2024, closing a stake of 3,820 shares — an estimated $242K sold.

TrueWealth Advisors first reported a position in GIS in Q4 2022 and held it in 7 quarters. The position peaked at $306K in Q1 2023. 1,568 funds tracked by Wall St. Rank hold GIS as of Q3 2024.

TrueWealth Advisors reported no remaining General Mills position as of Q3 2024 after selling out during the quarter.
TrueWealth Advisors sold 3,820 General Mills shares in Q3 2024, an estimated $242K.
TrueWealth Advisors first reported a position in General Mills in Q4 2022 and held it in 7 quarters.
TrueWealth Advisors's General Mills position peaked at $306K in Q1 2023.
1,568 funds tracked by Wall St. Rank held General Mills as of Q3 2024.

Based on TrueWealth Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.