Cypress Wealth Services’s General Mills GIS Stock Holding History

Cypress Wealth 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	–	Sell	-4,053	Closed	-$247K	–	243
2021 Q2	$247K	Sell	4,053 -624	-13%	-$38.6K	0.07%	222
2021 Q1	$287K	Sell	4,677 -446	-9%	-$25.7K	0.06%	224
2020 Q4	$301K	Buy	+5,123	New	+$310K	0.07%	205
2020 Q3	–	Sell	-5,150	Closed	-$322K	–	353
2020 Q2	$317K	Buy	5,150 +219	+4%	+$13.2K	0.08%	198
2020 Q1	$260K	Sell	4,931 -147	-3%	-$7.76K	0.08%	194
2019 Q4	$272K	Buy	5,078 +256	+5%	+$13.5K	0.07%	200
2019 Q3	$266K	Buy	4,822 +116	+2%	+$6.25K	0.07%	200
2019 Q2	$247K	Sell	4,706 -41	-0.9%	-$2.12K	0.07%	213
2019 Q1	$246K	Sell	4,747 -607	-11%	-$27.5K	0.08%	208
2018 Q4	$208K	Sell	5,354 -1,678	-24%	-$70.9K	0.08%	193
2018 Q3	$302K	Buy	7,032 +366	+5%	+$16.6K	0.11%	164
2018 Q2	$295K	Buy	+6,666	New	+$292K	0.11%	163
2018 Q1	–	Sell	-3,648	Closed	-$216K	–	202
2017 Q4	$216K	Buy	+3,648	New	+$197K	0.09%	185

Other funds holding GIS

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

BlackRock New York $5.7T 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

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return