Clear Perspective Advisors’s General Mills GIS Stock Holding History

Clear Perspective 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	-3,978	Closed	-$234K	–	155
2020 Q4	$234K	Buy	3,978 +688	+21%	+$41.6K	0.1%	131
2020 Q3	$486K	Buy	+3,290	New	+$206K	0.23%	79
2020 Q2	–	Sell	-4,061	Closed	-$245K	–	119
2020 Q1	$214K	Sell	4,061 -1,000	-20%	-$52.8K	0.14%	105
2019 Q4	$271K	Hold	5,061	–	–	0.17%	115
2019 Q3	$279K	Hold	5,061	–	–	0.13%	114
2019 Q2	$266K	Sell	5,061 -1,500	-23%	-$77.5K	0.17%	114
2019 Q1	$338K	Hold	6,561	–	–	0.24%	99
2018 Q4	$255K	Buy	6,561 +1,450	+28%	+$61.3K	0.21%	114
2018 Q3	$219K	Sell	5,111 -100	-2%	-$4.53K	0.16%	136
2018 Q2	$231K	Buy	5,211 +3,750	+257%	+$164K	0.16%	131
2018 Q1	$66K	Sell	1,461 -174	-11%	-$9.44K	0.05%	221
2017 Q4	$97K	Sell	1,635 -52	-3%	-$2.81K	0.07%	188
2017 Q3	$87K	Buy	1,687 +24	+1%	+$1.32K	0.07%	193
2017 Q2	$92K	Sell	1,663 -425	-20%	-$24.3K	0.08%	176
2017 Q1	$123K	Hold	2,088	–	–	0.08%	154
2016 Q4	$129K	Buy	+2,088	New	+$129K	0.09%	149

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Clear Perspective Advisors's GIS Position: Q1 2021 in Review

Clear Perspective Advisors sold out of General Mills (GIS) in Q1 2021, closing a stake of 3,978 shares — an estimated $234K sold.

Clear Perspective Advisors first reported a position in GIS in Q4 2016 and held it in 16 quarters. The position peaked at $486K in Q3 2020. 1,384 funds tracked by Wall St. Rank hold GIS as of Q1 2021.

Clear Perspective Advisors reported no remaining General Mills position as of Q1 2021 after selling out during the quarter.
Clear Perspective Advisors sold 3,978 General Mills shares in Q1 2021, an estimated $234K.
Clear Perspective Advisors first reported a position in General Mills in Q4 2016 and held it in 16 quarters.
Clear Perspective Advisors's General Mills position peaked at $486K in Q3 2020.
1,384 funds tracked by Wall St. Rank held General Mills as of Q1 2021.

Based on Clear Perspective Advisors's 13F filing for Q1 2021, filed 14 May 2021.