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Willner & Heller’s General Mills GIS Stock Holding History

Willner & Heller’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
2025
Q1 		– Sell
-3,740
Closed -$238K – 153
2024
Q4 		$238K Sell
3,740
-2,505
-40% -$168K 0.21% 136
2024
Q3 		$461K Sell
6,245
-86
-1% -$5.96K 0.41% 84
2024
Q2 		$400K Sell
6,331
-448
-7% -$30.8K 0.38% 89
2024
Q1 		$474K Sell
6,779
-579
-8% -$37.7K 0.47% 76
2023
Q4 		$479K Buy
+7,358
New +$475K 0.54% 62
2022
Q4 		$614K Buy
7,324
+49
+0.7% +$3.99K 0.87% 38
2022
Q3 		$557K Buy
7,275
+51
+0.7% +$3.89K 0.9% 40
2022
Q2 		$545K Buy
7,224
+105
+1% +$7.36K 0.85% 42
2022
Q1 		$480K Buy
7,119
+58
+0.8% +$3.89K 0.59% 55
2021
Q4 		$422K Buy
+7,061
New +$449K 0.56% 57

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Willner & Heller's GIS Position: Q1 2025 in Review

Willner & Heller sold out of General Mills (GIS) in Q1 2025, closing a stake of 3,740 shares — an estimated $238K sold.

Willner & Heller first reported a position in GIS in Q4 2021 and held it in 10 quarters. The position peaked at $614K in Q4 2022. 1,557 funds tracked by Wall St. Rank hold GIS as of Q1 2025.

  • Willner & Heller reported no remaining General Mills position as of Q1 2025 after selling out during the quarter.
  • Willner & Heller sold 3,740 General Mills shares in Q1 2025, an estimated $238K.
  • Willner & Heller first reported a position in General Mills in Q4 2021 and held it in 10 quarters.
  • Willner & Heller's General Mills position peaked at $614K in Q4 2022.
  • 1,557 funds tracked by Wall St. Rank held General Mills as of Q1 2025.

Based on Willner & Heller's 13F filing for Q1 2025, filed 5 May 2025.