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Lehman & Derafelo Financial Resources’s General Mills GIS Stock Holding History

Lehman & Derafelo Financial Resources’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
-3,716
Closed -$219K – 231
2020
Q4 		$219K Hold
3,716
– – 0.07% 109
2020
Q3 		$229K Hold
3,716
– – 0.07% 115
2020
Q2 		$229K Buy
+3,716
New +$224K 0.08% 104
2019
Q4 		– Sell
-3,716
Closed -$205K – 208
2019
Q3 		$205K Hold
3,716
– – 0.08% 95
2019
Q2 		$201K Buy
+3,716
New +$192K 0.08% 97

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lehman & Derafelo Financial Resources's GIS Position: Q1 2021 in Review

Lehman & Derafelo Financial Resources sold out of General Mills (GIS) in Q1 2021, closing a stake of 3,716 shares — an estimated $219K sold.

Lehman & Derafelo Financial Resources first reported a position in GIS in Q2 2019 and held it in 5 quarters. The position peaked at $229K in Q3 2020. 1,383 funds tracked by Wall St. Rank hold GIS as of Q1 2021.

  • Lehman & Derafelo Financial Resources reported no remaining General Mills position as of Q1 2021 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 3,716 General Mills shares in Q1 2021, an estimated $219K.
  • Lehman & Derafelo Financial Resources first reported a position in General Mills in Q2 2019 and held it in 5 quarters.
  • Lehman & Derafelo Financial Resources's General Mills position peaked at $229K in Q3 2020.
  • 1,383 funds tracked by Wall St. Rank held General Mills as of Q1 2021.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q1 2021, filed 21 Apr 2021.