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Berman Capital Advisors’s General Mills GIS Stock Holding History

Berman Capital 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
2021
Q3 		$199K Buy
3,336
+1,345
+68% +$79.5K 0.03% 263
2021
Q2 		$120K Buy
1,991
+192
+11% +$11.9K 0.02% 330
2021
Q1 		$109K Buy
1,799
+763
+74% +$44K 0.02% 284
2020
Q4 		$60K Buy
1,036
+33
+3% +$2K 0.01% 357
2020
Q3 		$61K Sell
1,003
-75
-7% -$4.69K 0.02% 298
2020
Q2 		$65K Buy
1,078
+231
+27% +$13.9K 0.02% 283
2020
Q1 		$43K Buy
847
+370
+78% +$19.5K 0.01% 317
2019
Q4 		$25K Buy
477
+2
+0.4% +$105 0.01% 469
2019
Q3 		$26K Sell
475
-113
-19% -$6.09K 0.01% 433
2019
Q2 		$30K Buy
588
+131
+29% +$6.77K 0.01% 408
2019
Q1 		$22K Buy
457
+257
+129% +$11.6K 0.01% 429
2018
Q4 		$7K Buy
+200
New +$8.45K ﹤0.01% 595

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Berman Capital Advisors's GIS Position: Q3 2021 in Review

Berman Capital Advisors increased its General Mills (GIS) stake by 68% in Q3 2021, buying an estimated $79.5K and bringing the position to 3,336 shares worth $199K. The position accounts for 0.03% of the portfolio, ranked #263.

Berman Capital Advisors first reported a position in GIS in Q4 2018 and has held it in 12 quarters since. 1,370 funds tracked by Wall St. Rank hold GIS as of Q3 2021.

  • Berman Capital Advisors held 3,336 shares of General Mills worth $199K as of Q3 2021.
  • Berman Capital Advisors bought 1,345 General Mills shares in Q3 2021, an estimated $79.5K.
  • General Mills made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #263 holding.
  • Berman Capital Advisors first reported a position in General Mills in Q4 2018 and has held it in 12 quarters since.
  • 1,370 funds tracked by Wall St. Rank held General Mills as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.