WA
GIS icon

WESPAC Advisors’s General Mills GIS Stock Holding History

WESPAC 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
Q4 		– Sell
-32,701
Closed -$2.09M – 159
2023
Q3 		$2.09M Buy
32,701
+2,715
+9% +$192K 1.57% 12
2023
Q2 		$2.3M Sell
29,986
-695
-2% -$59.4K 1.84% 11
2023
Q1 		$2.62M Buy
+30,681
New +$2.45M 2.47% 6
2022
Q4 		– Sell
-8,873
Closed -$680K – 71
2022
Q3 		$680K Buy
+8,873
New +$676K 0.92% 41
2016
Q3 		– Sell
-2,963
Closed -$211K – 107
2016
Q2 		$211K Buy
+2,963
New +$189K 0.22% 100
2016
Q1 		– Sell
-27,991
Closed -$1.61M – 106
2015
Q4 		$1.61M Buy
27,991
+1,136
+4% +$65.4K 1.87% 17
2015
Q3 		$1.51M Sell
26,855
-13,485
-33% -$773K 2.65% 12
2015
Q2 		$2.25M Buy
40,340
+2,196
+6% +$123K 1.69% 20
2015
Q1 		$2.16M Sell
38,144
-1,371
-3% -$73.1K 1.64% 16
2014
Q4 		$2.11M Buy
39,515
+3,848
+11% +$199K 1.48% 24
2014
Q3 		$1.8M Buy
35,667
+10,768
+43% +$565K 1.44% 21
2014
Q2 		$1.31M Sell
24,899
-6,918
-22% -$369K 1.49% 23
2014
Q1 		$1.65M Buy
31,817
+572
+2% +$28.3K 1.43% 18
2013
Q4 		$1.56M Buy
31,245
+4,392
+16% +$219K 1.3% 21
2013
Q3 		$1.29M Buy
26,853
+1,488
+6% +$74.7K 1.5% 19
2013
Q2 		$1.23M Buy
+25,365
New +$1.25M 1.87% 17

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

WESPAC Advisors's GIS Position: Q4 2023 in Review

WESPAC Advisors sold out of General Mills (GIS) in Q4 2023, closing a stake of 32,701 shares — an estimated $2.09M sold.

WESPAC Advisors first reported a position in GIS in Q2 2013 and held it in 16 quarters. The position peaked at $2.62M in Q1 2023. 1,577 funds tracked by Wall St. Rank hold GIS as of Q4 2023.

  • WESPAC Advisors reported no remaining General Mills position as of Q4 2023 after selling out during the quarter.
  • WESPAC Advisors sold 32,701 General Mills shares in Q4 2023, an estimated $2.09M.
  • WESPAC Advisors first reported a position in General Mills in Q2 2013 and held it in 16 quarters.
  • WESPAC Advisors's General Mills position peaked at $2.62M in Q1 2023.
  • 1,577 funds tracked by Wall St. Rank held General Mills as of Q4 2023.

Based on WESPAC Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.