1776 Wealth’s General Mills GIS Stock Holding History

1776 Wealth’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
2020 Q3	–	Sell	-494	Closed	-$30K	–	192
2020 Q2	$30K	Sell	494 -494	-50%	-$29.8K	0.02%	220
2020 Q1	$52K	Buy	988 +494	+100%	+$26.1K	0.02%	218
2019 Q4	$26K	Buy	+494	New	+$26K	0.02%	226

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

1776 Wealth's GIS Position: Q3 2020 in Review

1776 Wealth sold out of General Mills (GIS) in Q3 2020, closing a stake of 494 shares — an estimated $30K sold.

1776 Wealth first reported a position in GIS in Q4 2019 and held it in 3 quarters. The position peaked at $52K in Q1 2020. 1,360 funds tracked by Wall St. Rank hold GIS as of Q3 2020.

1776 Wealth reported no remaining General Mills position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 494 General Mills shares in Q3 2020, an estimated $30K.
1776 Wealth first reported a position in General Mills in Q4 2019 and held it in 3 quarters.
1776 Wealth's General Mills position peaked at $52K in Q1 2020.
1,360 funds tracked by Wall St. Rank held General Mills as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.