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Fiduciary Planning’s General Mills GIS Stock Holding History

Fiduciary Planning’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
Q2 		– Sell
-179
Closed -$11K – 137
2021
Q1 		$11K Sell
179
-162
-48% -$9.35K 0.02% 161
2020
Q4 		$20K Sell
341
-24,975
-99% -$1.51M 0.03% 110
2020
Q3 		$1.56M Buy
+25,316
New +$1.58M 2.58% 11

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiduciary Planning's GIS Position: Q2 2021 in Review

Fiduciary Planning sold out of General Mills (GIS) in Q2 2021, closing a stake of 179 shares — an estimated $11K sold.

Fiduciary Planning first reported a position in GIS in Q3 2020 and held it in 3 quarters. The position peaked at $1.56M in Q3 2020. 1,406 funds tracked by Wall St. Rank hold GIS as of Q2 2021.

  • Fiduciary Planning reported no remaining General Mills position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 179 General Mills shares in Q2 2021, an estimated $11K.
  • Fiduciary Planning first reported a position in General Mills in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's General Mills position peaked at $1.56M in Q3 2020.
  • 1,406 funds tracked by Wall St. Rank held General Mills as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.