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Legacy Advisors’s General Mills GIS Stock Holding History

Legacy Advisors’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
2019
Q2 		– Sell
-600
Closed -$31K – 384
2019
Q1 		$31K Buy
+600
New +$27.2K 0.01% 248
2017
Q4 		– Sell
-51
Closed -$2K – 386
2017
Q3 		$2K Buy
+51
New +$2.79K ﹤0.01% 326

Other funds holding GIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Legacy Advisors's GIS Position: Q2 2019 in Review

Legacy Advisors sold out of General Mills (GIS) in Q2 2019, closing a stake of 600 shares — an estimated $31K sold.

Legacy Advisors first reported a position in GIS in Q3 2017 and held it in 2 quarters. The position peaked at $31K in Q1 2019. 1,285 funds tracked by Wall St. Rank hold GIS as of Q2 2019.

  • Legacy Advisors reported no remaining General Mills position as of Q2 2019 after selling out during the quarter.
  • Legacy Advisors sold 600 General Mills shares in Q2 2019, an estimated $31K.
  • Legacy Advisors first reported a position in General Mills in Q3 2017 and held it in 2 quarters.
  • Legacy Advisors's General Mills position peaked at $31K in Q1 2019.
  • 1,285 funds tracked by Wall St. Rank held General Mills as of Q2 2019.

Based on Legacy Advisors's 13F filing for Q2 2019, filed 15 Jul 2019.