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Karp Capital Management’s General Mills GIS Stock Holding History

Karp Capital 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
2016
Q2 		– Sell
-48,418
Closed -$3.07M – 87
2016
Q1 		$3.07M Sell
48,418
-11,959
-20% -$695K 2.11% 12
2015
Q4 		$3.48M Buy
60,377
+25,802
+75% +$1.48M 2.02% 13
2015
Q3 		$1.94M Buy
+34,575
New +$1.98M 1.33% 32
2015
Q2 		– Sell
-6,750
Closed -$382K – 379
2015
Q1 		$382K Buy
6,750
+1,350
+25% +$72K 0.26% 73
2014
Q4 		$288K Buy
+5,400
New +$279K 0.21% 86

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Karp Capital Management's GIS Position: Q2 2016 in Review

Karp Capital Management sold out of General Mills (GIS) in Q2 2016, closing a stake of 48,418 shares — an estimated $3.07M sold.

Karp Capital Management first reported a position in GIS in Q4 2014 and held it in 5 quarters. The position peaked at $3.48M in Q4 2015. 1,196 funds tracked by Wall St. Rank hold GIS as of Q2 2016.

  • Karp Capital Management reported no remaining General Mills position as of Q2 2016 after selling out during the quarter.
  • Karp Capital Management sold 48,418 General Mills shares in Q2 2016, an estimated $3.07M.
  • Karp Capital Management first reported a position in General Mills in Q4 2014 and held it in 5 quarters.
  • Karp Capital Management's General Mills position peaked at $3.48M in Q4 2015.
  • 1,196 funds tracked by Wall St. Rank held General Mills as of Q2 2016.

Based on Karp Capital Management's 13F filing for Q2 2016, filed 12 Aug 2016.