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Capital Directions Investment Advisors’s General Mills GIS Stock Holding History

Capital Directions Investment 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
Q1 		– Sell
-200
Closed -$12K – 236
2020
Q4 		$12K Hold
200
– – ﹤0.01% 175
2020
Q3 		$12K Hold
200
– – ﹤0.01% 179
2020
Q2 		$12K Hold
200
– – ﹤0.01% 180
2020
Q1 		$11K Hold
200
– – ﹤0.01% 198
2019
Q4 		$11K Hold
200
– – ﹤0.01% 219
2019
Q3 		$11K Buy
+200
New +$10.8K ﹤0.01% 213
2018
Q3 		– Sell
-500
Closed -$22K – 175
2018
Q2 		$22K Buy
+500
New +$21.9K 0.01% 106

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Capital Directions Investment Advisors's GIS Position: Q1 2021 in Review

Capital Directions Investment Advisors sold out of General Mills (GIS) in Q1 2021, closing a stake of 200 shares — an estimated $12K sold.

Capital Directions Investment Advisors first reported a position in GIS in Q2 2018 and held it in 7 quarters. The position peaked at $22K in Q2 2018. 1,384 funds tracked by Wall St. Rank hold GIS as of Q1 2021.

  • Capital Directions Investment Advisors reported no remaining General Mills position as of Q1 2021 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 200 General Mills shares in Q1 2021, an estimated $12K.
  • Capital Directions Investment Advisors first reported a position in General Mills in Q2 2018 and held it in 7 quarters.
  • Capital Directions Investment Advisors's General Mills position peaked at $22K in Q2 2018.
  • 1,384 funds tracked by Wall St. Rank held General Mills as of Q1 2021.

Based on Capital Directions Investment Advisors's 13F filing for Q1 2021, filed 17 May 2021.