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Ullmann Wealth Partners Group’s General Mills GIS Stock Holding History

Ullmann Wealth Partners Group’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
-2,998
Closed -$221K – 139
2024
Q3 		$221K Buy
+2,998
New +$208K 0.03% 123
2024
Q2 		– Sell
-2,934
Closed -$205K – 111
2024
Q1 		$205K Buy
+2,934
New +$191K 0.03% 109
2023
Q3 		– Sell
-3,001
Closed -$230K – 99
2023
Q2 		$230K Buy
3,001
+10
+0.3% +$855 0.05% 94
2023
Q1 		$256K Sell
2,991
-32
-1% -$2.56K 0.06% 78
2022
Q4 		$254K Buy
+3,023
New +$246K 0.06% 74

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

Ullmann Wealth Partners Group's GIS Position: Q4 2024 in Review

Ullmann Wealth Partners Group sold out of General Mills (GIS) in Q4 2024, closing a stake of 2,998 shares — an estimated $221K sold.

Ullmann Wealth Partners Group first reported a position in GIS in Q4 2022 and held it in 5 quarters. The position peaked at $256K in Q1 2023. 1,621 funds tracked by Wall St. Rank hold GIS as of Q4 2024.

  • Ullmann Wealth Partners Group reported no remaining General Mills position as of Q4 2024 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 2,998 General Mills shares in Q4 2024, an estimated $221K.
  • Ullmann Wealth Partners Group first reported a position in General Mills in Q4 2022 and held it in 5 quarters.
  • Ullmann Wealth Partners Group's General Mills position peaked at $256K in Q1 2023.
  • 1,621 funds tracked by Wall St. Rank held General Mills as of Q4 2024.

Based on Ullmann Wealth Partners Group's 13F filing for Q4 2024, filed 15 Jan 2025.