Kaizen Advisory’s General Mills GIS Stock Holding History

Kaizen Advisory’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 Q4	$66K	Buy	1,697 +357	+27%	+$15.1K	0.05%	275
2018 Q3	$58K	Hold	1,340	–	–	0.03%	307
2018 Q2	$59K	Buy	1,340 +797	+147%	+$34.9K	0.03%	300
2018 Q1	$24K	Hold	543	–	–	0.02%	297
2017 Q4	$32K	Buy	+543	New	+$29.4K	0.02%	253

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Kaizen Advisory's GIS Position: Q4 2018 in Review

Kaizen Advisory increased its General Mills (GIS) stake by 27% in Q4 2018, buying an estimated $15.1K and bringing the position to 1,697 shares worth $66K. The position accounts for 0.05% of the portfolio, ranked #275.

Kaizen Advisory first reported a position in GIS in Q4 2017 and has held it in 5 quarters since. 1,203 funds tracked by Wall St. Rank hold GIS as of Q4 2018.

Kaizen Advisory held 1,697 shares of General Mills worth $66K as of Q4 2018.
Kaizen Advisory bought 357 General Mills shares in Q4 2018, an estimated $15.1K.
General Mills made up 0.05% of Kaizen Advisory's portfolio in Q4 2018, its #275 holding.
Kaizen Advisory first reported a position in General Mills in Q4 2017 and has held it in 5 quarters since.
1,203 funds tracked by Wall St. Rank held General Mills as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.