Cascadia Advisory Services’s General Mills GIS Stock Holding History

Cascadia Advisory Services’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	$565K	Buy	9,442 +1,531	+19%	+$90.5K	0.11%	169
2021 Q2	$482K	Buy	7,911 +11	+0.1%	+$680	0.1%	177
2021 Q1	$484K	Buy	+7,900	New	+$456K	0.11%	167
2020 Q3	$1.4M	Buy	+22,713	New	+$1.42M	0.39%	82
2019 Q4	$286K	Buy	+5,337	New	+$281K	0.08%	181

Other funds holding GIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cascadia Advisory Services's GIS Position: Q3 2021 in Review

Cascadia Advisory Services increased its General Mills (GIS) stake by 19% in Q3 2021, buying an estimated $90.5K and bringing the position to 9,442 shares worth $565K. The position accounts for 0.11% of the portfolio, ranked #169.

Cascadia Advisory Services first reported a position in GIS in Q4 2019 and has held it in 5 quarters since. The position peaked at $1.4M in Q3 2020. 1,370 funds tracked by Wall St. Rank hold GIS as of Q3 2021.

Cascadia Advisory Services held 9,442 shares of General Mills worth $565K as of Q3 2021.
Cascadia Advisory Services bought 1,531 General Mills shares in Q3 2021, an estimated $90.5K.
General Mills made up 0.11% of Cascadia Advisory Services's portfolio in Q3 2021, its #169 holding.
Cascadia Advisory Services first reported a position in General Mills in Q4 2019 and has held it in 5 quarters since.
Cascadia Advisory Services's General Mills position peaked at $1.4M in Q3 2020.
1,370 funds tracked by Wall St. Rank held General Mills as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.