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Lenox Wealth Management’s General Mills GIS Stock Holding History

Lenox Wealth 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
2020
Q2 		$113K Hold
1,840
– – 0.03% 189
2020
Q1 		$97K Hold
1,840
– – 0.03% 194
2019
Q4 		$99K Hold
1,840
– – 0.03% 220
2019
Q3 		$101K Hold
1,840
– – 0.03% 209
2019
Q2 		$96K Hold
1,840
– – 0.03% 193
2019
Q1 		$95K Hold
1,840
– – 0.03% 184
2018
Q4 		$72K Sell
1,840
-30
-2% -$1.27K 0.02% 186
2018
Q3 		$80K Sell
1,870
-125
-6% -$5.66K 0.02% 208
2018
Q2 		$88K Sell
1,995
-1,281
-39% -$56.1K 0.03% 177
2018
Q1 		$147K Buy
3,276
+10
+0.3% +$542 0.05% 148
2017
Q4 		$194K Buy
3,266
+13
+0.4% +$703 0.06% 135
2017
Q3 		$168K Buy
3,253
+11
+0.3% +$603 0.06% 140
2017
Q2 		$180K Buy
3,242
+11
+0.3% +$628 0.07% 130
2017
Q1 		$191K Buy
3,231
+10
+0.3% +$611 0.14% 40
2016
Q4 		$199K Buy
3,221
+1,974
+158% +$122K 0.15% 29
2016
Q3 		$80K Sell
1,247
-1,831
-59% -$127K 0.06% 69
2016
Q2 		$220K Buy
3,078
+9
+0.3% +$573 0.16% 28
2016
Q1 		$194K Buy
3,069
+1,849
+152% +$107K 0.13% 33
2015
Q4 		$70K Buy
+1,220
New +$70.2K 0.05% 91

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lenox Wealth Management's GIS Position: Q2 2020 in Review

Lenox Wealth Management held its General Mills (GIS) position steady in Q2 2020 at 1,840 shares worth $113K. The position accounts for 0.03% of the portfolio, ranked #189.

Lenox Wealth Management first reported a position in GIS in Q4 2015 and has held it in 19 quarters since. The position peaked at $220K in Q2 2016. 1,350 funds tracked by Wall St. Rank hold GIS as of Q2 2020.

  • Lenox Wealth Management held 1,840 shares of General Mills worth $113K as of Q2 2020.
  • Lenox Wealth Management left its General Mills share count unchanged in Q2 2020.
  • General Mills made up 0.03% of Lenox Wealth Management's portfolio in Q2 2020, its #189 holding.
  • Lenox Wealth Management first reported a position in General Mills in Q4 2015 and has held it in 19 quarters since.
  • Lenox Wealth Management's General Mills position peaked at $220K in Q2 2016.
  • 1,350 funds tracked by Wall St. Rank held General Mills as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.