Wilbanks Smith & Thomas Asset Management’s General Mills GIS Stock Holding History

Wilbanks Smith & Thomas Asset Management’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	-2,820	Closed	-$216K	–	509
2023 Q2	$216K	Buy	+2,820	New	+$241K	0.01%	481
2018 Q4	–	Sell	-1,664	Closed	-$71K	–	722
2018 Q3	$71K	Buy	+1,664	New	+$75.3K	﹤0.01%	612
2018 Q2	–	Sell	-5,504	Closed	-$248K	–	354
2018 Q1	$248K	Buy	5,504 +286	+5%	+$15.5K	0.02%	291
2017 Q4	$309K	Sell	5,218 -567	-10%	-$30.7K	0.02%	262
2017 Q3	$299K	Buy	5,785 +1,164	+25%	+$63.8K	0.03%	255
2017 Q2	$256K	Sell	4,621 -25	-0.5%	-$1.43K	0.02%	266
2017 Q1	$274K	Sell	4,646 -1,056	-19%	-$64.6K	0.02%	259
2016 Q4	$352K	Sell	5,702 -1,323	-19%	-$82K	0.03%	199
2016 Q3	$449K	Sell	7,025 -479	-6%	-$33.3K	0.04%	174
2016 Q2	$535K	Buy	7,504 +92	+1%	+$5.86K	0.06%	166
2016 Q1	$470K	Sell	7,412 -951	-11%	-$55.3K	0.06%	172
2015 Q4	$482K	Sell	8,363 -169	-2%	-$9.72K	0.05%	167
2015 Q3	$479K	Buy	8,532 +645	+8%	+$37K	0.07%	150
2015 Q2	$439K	Buy	7,887 +214	+3%	+$12K	0.04%	187
2015 Q1	$434K	Sell	7,673 -139	-2%	-$7.41K	0.04%	185
2014 Q4	$417K	Buy	7,812 +23	+0.3%	+$1.19K	0.04%	195
2014 Q3	$393K	Sell	7,789 -68	-0.9%	-$3.57K	0.04%	186
2014 Q2	$413K	Buy	7,857 +395	+5%	+$21.1K	0.04%	186
2014 Q1	$387K	Buy	7,462 +1,426	+24%	+$70.6K	0.04%	192
2013 Q4	$301K	Buy	6,036 +944	+19%	+$47K	0.04%	215
2013 Q3	$244K	Sell	5,092 -11	-0.2%	-$552	0.03%	234
2013 Q2	$248K	Buy	+5,103	New	+$251K	0.04%	219

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

Wilbanks Smith & Thomas Asset Management's GIS Position: Q3 2023 in Review

Wilbanks Smith & Thomas Asset Management sold out of General Mills (GIS) in Q3 2023, closing a stake of 2,820 shares — an estimated $216K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in GIS in Q2 2013 and held it in 22 quarters. The position peaked at $535K in Q2 2016. 1,501 funds tracked by Wall St. Rank hold GIS as of Q3 2023.

Wilbanks Smith & Thomas Asset Management reported no remaining General Mills position as of Q3 2023 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 2,820 General Mills shares in Q3 2023, an estimated $216K.
Wilbanks Smith & Thomas Asset Management first reported a position in General Mills in Q2 2013 and held it in 22 quarters.
Wilbanks Smith & Thomas Asset Management's General Mills position peaked at $535K in Q2 2016.
1,501 funds tracked by Wall St. Rank held General Mills as of Q3 2023.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q3 2023, filed 6 Nov 2023.