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CSat Investment Advisory’s General Mills GIS Stock Holding History

CSat Investment Advisory’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 		$24K Buy
389
+117
+43% +$6.75K 0.02% 345
2020
Q4 		$16K Sell
272
-1,688
-86% -$102K 0.01% 382
2020
Q3 		$121K Sell
1,960
-10,525
-84% -$658K 0.01% 391
2020
Q2 		$769K Sell
12,485
-8,962
-42% -$540K 0.09% 112
2020
Q1 		$1.13M Buy
21,447
+2,696
+14% +$142K 0.24% 55
2019
Q4 		$1M Sell
18,751
-2,909
-13% -$153K 0.26% 69
2019
Q3 		$1.19M Sell
21,660
-828
-4% -$44.6K 0.38% 54
2019
Q2 		$1.18M Sell
22,488
-621
-3% -$32.1K 0.42% 49
2019
Q1 		$1.2M Buy
23,109
+4,710
+26% +$213K 0.6% 38
2018
Q4 		$716K Buy
18,399
+15,866
+626% +$670K 0.43% 58
2018
Q3 		$109K Sell
2,533
-126
-5% -$5.71K 0.06% 140
2018
Q2 		$118K Buy
+2,659
New +$116K 0.06% 137
2014
Q4 		– Sell
-190,710
Closed -$9.62M – 24
2014
Q3 		$9.62M Buy
190,710
+20,134
+12% +$1.06M 4.02% 17
2014
Q2 		$8.96M Buy
170,576
+38,851
+29% +$2.07M 4.46% 12
2014
Q1 		$6.83M Sell
131,725
-57,120
-30% -$2.83M 3.49% 18
2013
Q4 		$9.43M Buy
+188,845
New +$9.4M 3.72% 16

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

CSat Investment Advisory's GIS Position: Q1 2021 in Review

CSat Investment Advisory increased its General Mills (GIS) stake by 43% in Q1 2021, buying an estimated $6.75K and bringing the position to 389 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #345.

CSat Investment Advisory first reported a position in GIS in Q4 2013 and has held it in 16 quarters since. The position peaked at $9.62M in Q3 2014. 1,384 funds tracked by Wall St. Rank hold GIS as of Q1 2021.

  • CSat Investment Advisory held 389 shares of General Mills worth $24K as of Q1 2021.
  • CSat Investment Advisory bought 117 General Mills shares in Q1 2021, an estimated $6.75K.
  • General Mills made up 0.02% of CSat Investment Advisory's portfolio in Q1 2021, its #345 holding.
  • CSat Investment Advisory first reported a position in General Mills in Q4 2013 and has held it in 16 quarters since.
  • CSat Investment Advisory's General Mills position peaked at $9.62M in Q3 2014.
  • 1,384 funds tracked by Wall St. Rank held General Mills as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.