MIM
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Merit Investment Management’s General Mills GIS Stock Holding History

Merit Investment 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
2013
Q4 		$602K Buy
12,068
+8,318
+222% +$414K 0.69% 28
2013
Q3 		$180K Hold
3,750
– – 0.22% 38
2013
Q2 		$182K Buy
+3,750
New +$184K 0.16% 45

Other funds holding GIS

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Merit Investment Management's GIS Position: Q4 2013 in Review

Merit Investment Management increased its General Mills (GIS) stake by 222% in Q4 2013, buying an estimated $414K and bringing the position to 12,068 shares worth $602K. The position accounts for 0.69% of the portfolio, ranked #28.

Merit Investment Management first reported a position in GIS in Q2 2013 and has held it in 3 quarters since. 1,009 funds tracked by Wall St. Rank hold GIS as of Q4 2013.

  • Merit Investment Management held 12,068 shares of General Mills worth $602K as of Q4 2013.
  • Merit Investment Management bought 8,318 General Mills shares in Q4 2013, an estimated $414K.
  • General Mills made up 0.69% of Merit Investment Management's portfolio in Q4 2013, its #28 holding.
  • Merit Investment Management first reported a position in General Mills in Q2 2013 and has held it in 3 quarters since.
  • 1,009 funds tracked by Wall St. Rank held General Mills as of Q4 2013.

Based on Merit Investment Management's 13F filing for Q4 2013, filed 11 Feb 2014.