FormulaFolio Investments’s General Mills GIS Stock Holding History

FormulaFolio Investments’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	$13K	Buy	+209	New	+$12.9K	﹤0.01%	222
2021 Q1	–	Sell	-8,884	Closed	-$513K	–	267
2020 Q4	$522K	Buy	+8,884	New	+$537K	0.01%	431
2020 Q3	–	Sell	-9,018	Closed	-$556K	–	327
2020 Q2	$556K	Buy	9,018 +240	+3%	+$14.5K	0.02%	178
2020 Q1	$463K	Sell	8,778 -557	-6%	-$29.4K	0.02%	182
2019 Q4	$500K	Buy	+9,335	New	+$492K	0.02%	241

Other funds holding GIS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

FormulaFolio Investments's GIS Position: Q2 2021 in Review

FormulaFolio Investments opened a new position in General Mills (GIS) in Q2 2021: 209 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #222 among its holdings. This is a return to the name: FormulaFolio Investments previously reported a position in GIS as recently as Q4 2020.

FormulaFolio Investments first reported a position in GIS in Q4 2019 and has held it in 5 quarters since. The position peaked at $556K in Q2 2020. 1,406 funds tracked by Wall St. Rank hold GIS as of Q2 2021.

FormulaFolio Investments held 209 shares of General Mills worth $13K as of Q2 2021.
General Mills was a new FormulaFolio Investments position in Q2 2021.
General Mills made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #222 holding.
FormulaFolio Investments first reported a position in General Mills in Q4 2019 and has held it in 5 quarters since.
FormulaFolio Investments's General Mills position peaked at $556K in Q2 2020.
1,406 funds tracked by Wall St. Rank held General Mills as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.