LifePlan Financial Group’s General Mills GIS Stock Holding History

LifePlan Financial Group’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 Q3	$79K	Hold	1,280	–	–	0.03%	209
2020 Q2	$79K	Hold	1,280	–	–	0.04%	200
2020 Q1	$68K	Hold	1,280	–	–	0.04%	199
2019 Q4	$69K	Hold	1,280	–	–	0.03%	213
2019 Q3	$71K	Hold	1,280	–	–	0.03%	210
2019 Q2	$67K	Hold	1,280	–	–	0.03%	213
2019 Q1	$66K	Hold	1,280	–	–	0.04%	215
2018 Q4	$50K	Hold	1,280	–	–	0.03%	231
2018 Q3	$55K	Hold	1,280	–	–	0.03%	238
2018 Q2	$57K	Hold	1,280	–	–	0.03%	228
2018 Q1	$58K	Buy	+1,280	New	+$69.4K	0.03%	212
2014 Q2	–	Sell	-1,100	Closed	-$57K	–	116
2014 Q1	$57K	Buy	1,100 +500	+83%	+$24.8K	0.05%	113
2013 Q4	$30K	Hold	600	–	–	0.02%	121
2013 Q3	$29K	Hold	600	–	–	0.02%	115
2013 Q2	$29K	Buy	+600	New	+$29.5K	0.03%	85

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

LifePlan Financial Group's GIS Position: Q3 2020 in Review

LifePlan Financial Group held its General Mills (GIS) position steady in Q3 2020 at 1,280 shares worth $79K. The position accounts for 0.03% of the portfolio, ranked #209.

LifePlan Financial Group first reported a position in GIS in Q2 2013 and has held it in 15 quarters since. 1,360 funds tracked by Wall St. Rank hold GIS as of Q3 2020.

LifePlan Financial Group held 1,280 shares of General Mills worth $79K as of Q3 2020.
LifePlan Financial Group left its General Mills share count unchanged in Q3 2020.
General Mills made up 0.03% of LifePlan Financial Group's portfolio in Q3 2020, its #209 holding.
LifePlan Financial Group first reported a position in General Mills in Q2 2013 and has held it in 15 quarters since.
1,360 funds tracked by Wall St. Rank held General Mills as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.