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Epstein & White Financial’s General Mills GIS Stock Holding History

Epstein & White Financial’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
2018
Q3 		– Sell
-5,337
Closed -$251K – 96
2018
Q2 		$251K Sell
5,337
-270
-5% -$11.8K 0.19% 87
2018
Q1 		$265K Sell
5,607
-132
-2% -$7.16K 0.17% 91
2017
Q4 		$322K Buy
+5,739
New +$310K 0.19% 76

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Epstein & White Financial's GIS Position: Q3 2018 in Review

Epstein & White Financial sold out of General Mills (GIS) in Q3 2018, closing a stake of 5,337 shares — an estimated $251K sold.

Epstein & White Financial first reported a position in GIS in Q4 2017 and held it in 3 quarters. The position peaked at $322K in Q4 2017. 1,199 funds tracked by Wall St. Rank hold GIS as of Q3 2018.

  • Epstein & White Financial reported no remaining General Mills position as of Q3 2018 after selling out during the quarter.
  • Epstein & White Financial sold 5,337 General Mills shares in Q3 2018, an estimated $251K.
  • Epstein & White Financial first reported a position in General Mills in Q4 2017 and held it in 3 quarters.
  • Epstein & White Financial's General Mills position peaked at $322K in Q4 2017.
  • 1,199 funds tracked by Wall St. Rank held General Mills as of Q3 2018.

Based on Epstein & White Financial's 13F filing for Q3 2018, filed 13 Nov 2018.