Goelzer Investment Management’s General Mills GIS Stock Holding History

Goelzer Investment Management’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
2020 Q4	–	Sell	-3,530	Closed	-$218K	–	218
2020 Q3	$218K	Sell	3,530 -350	-9%	-$21.9K	0.02%	238
2020 Q2	$239K	Hold	3,880	–	–	0.02%	224
2020 Q1	$205K	Sell	3,880 -1,890	-33%	-$99.8K	0.02%	230
2019 Q4	$309K	Sell	5,770 -2,700	-32%	-$142K	0.03%	223
2019 Q3	$467K	Sell	8,470 -4,280	-34%	-$231K	0.04%	194
2019 Q2	$670K	Sell	12,750 -450	-3%	-$23.3K	0.06%	181
2019 Q1	$683K	Buy	13,200 +2,850	+28%	+$129K	0.06%	188
2018 Q4	$403K	Buy	10,350 +1,785	+21%	+$75.4K	0.05%	171
2018 Q3	$368K	Buy	8,565 +2,000	+30%	+$90.6K	0.04%	180
2018 Q2	$291K	Buy	+6,565	New	+$287K	0.03%	185

Other funds holding GIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goelzer Investment Management's GIS Position: Q4 2020 in Review

Goelzer Investment Management sold out of General Mills (GIS) in Q4 2020, closing a stake of 3,530 shares — an estimated $218K sold.

Goelzer Investment Management first reported a position in GIS in Q2 2018 and held it in 10 quarters. The position peaked at $683K in Q1 2019. 1,425 funds tracked by Wall St. Rank hold GIS as of Q4 2020.

Goelzer Investment Management reported no remaining General Mills position as of Q4 2020 after selling out during the quarter.
Goelzer Investment Management sold 3,530 General Mills shares in Q4 2020, an estimated $218K.
Goelzer Investment Management first reported a position in General Mills in Q2 2018 and held it in 10 quarters.
Goelzer Investment Management's General Mills position peaked at $683K in Q1 2019.
1,425 funds tracked by Wall St. Rank held General Mills as of Q4 2020.

Based on Goelzer Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.