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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 – 346
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cypress Wealth Services's GIS Position: Q3 2021 in Review

Cypress Wealth Services sold out of General Mills (GIS) in Q3 2021, closing a stake of 4,053 shares — an estimated $247K sold.

Cypress Wealth Services first reported a position in GIS in Q4 2017 and held it in 13 quarters. The position peaked at $317K in Q2 2020. 1,370 funds tracked by Wall St. Rank hold GIS as of Q3 2021.

  • Cypress Wealth Services reported no remaining General Mills position as of Q3 2021 after selling out during the quarter.
  • Cypress Wealth Services sold 4,053 General Mills shares in Q3 2021, an estimated $247K.
  • Cypress Wealth Services first reported a position in General Mills in Q4 2017 and held it in 13 quarters.
  • Cypress Wealth Services's General Mills position peaked at $317K in Q2 2020.
  • 1,370 funds tracked by Wall St. Rank held General Mills as of Q3 2021.

Based on Cypress Wealth Services's 13F filing for Q3 2021, filed 13 Oct 2021.