Hobart Private Capital’s General Mills GIS Stock Holding History

Hobart Private Capital’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 Q1	–	Sell	-3,461	Closed	-$204K	–	143
2020 Q4	$204K	Buy	+3,461	New	+$209K	0.09%	145
2019 Q3	–	Sell	-8,093	Closed	-$425K	–	150
2019 Q2	$425K	Sell	8,093 -8,684	-52%	-$449K	0.3%	75
2019 Q1	$868K	Sell	16,777 -404	-2%	-$18.3K	0.66%	52
2018 Q4	$669K	Buy	17,181 +4,828	+39%	+$204K	0.57%	52
2018 Q3	$530K	Sell	12,353 -359	-3%	-$16.3K	0.41%	73
2018 Q2	$563K	Sell	12,712 -1,047	-8%	-$45.8K	0.46%	66
2018 Q1	$620K	Buy	13,759 +49	+0.4%	+$2.66K	0.54%	58
2017 Q4	$813K	Buy	+13,710	New	+$742K	0.72%	48

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 $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

Hobart Private Capital's GIS Position: Q1 2021 in Review

Hobart Private Capital sold out of General Mills (GIS) in Q1 2021, closing a stake of 3,461 shares — an estimated $204K sold.

Hobart Private Capital first reported a position in GIS in Q4 2017 and held it in 8 quarters. The position peaked at $868K in Q1 2019. 1,384 funds tracked by Wall St. Rank hold GIS as of Q1 2021.

Hobart Private Capital reported no remaining General Mills position as of Q1 2021 after selling out during the quarter.
Hobart Private Capital sold 3,461 General Mills shares in Q1 2021, an estimated $204K.
Hobart Private Capital first reported a position in General Mills in Q4 2017 and held it in 8 quarters.
Hobart Private Capital's General Mills position peaked at $868K in Q1 2019.
1,384 funds tracked by Wall St. Rank held General Mills as of Q1 2021.

Based on Hobart Private Capital's 13F filing for Q1 2021, filed 11 Mar 2024.