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	$486	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 $5.72T AUM 30.48% 1-Year Est. Return

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

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