CFA
GIS icon

CWS Financial Advisors’s General Mills GIS Stock Holding History

CWS Financial 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
2020
Q4 		– Sell
-5,087
Closed -$314K – 140
2020
Q3 		$314K Buy
5,087
+152
+3% +$9.5K 0.21% 93
2020
Q2 		$304K Sell
4,935
-54
-1% -$3.26K 0.22% 94
2020
Q1 		$267K Hold
4,989
– – 0.2% 96
2019
Q4 		$267K Buy
+4,989
New +$263K 0.19% 97

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 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

CWS Financial Advisors's GIS Position: Q4 2020 in Review

CWS Financial Advisors sold out of General Mills (GIS) in Q4 2020, closing a stake of 5,087 shares — an estimated $314K sold.

CWS Financial Advisors first reported a position in GIS in Q4 2019 and held it in 4 quarters. The position peaked at $314K in Q3 2020. 1,425 funds tracked by Wall St. Rank hold GIS as of Q4 2020.

  • CWS Financial Advisors reported no remaining General Mills position as of Q4 2020 after selling out during the quarter.
  • CWS Financial Advisors sold 5,087 General Mills shares in Q4 2020, an estimated $314K.
  • CWS Financial Advisors first reported a position in General Mills in Q4 2019 and held it in 4 quarters.
  • CWS Financial Advisors's General Mills position peaked at $314K in Q3 2020.
  • 1,425 funds tracked by Wall St. Rank held General Mills as of Q4 2020.

Based on CWS Financial Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.