Mid Atlantic Financial Management’s General Mills GIS Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$453K	Buy	7,573 +79	+1%	+$4.67K	0.03%	487
2021 Q2	$457K	Sell	7,494 -467	-6%	-$28.9K	0.03%	499
2021 Q1	$488K	Sell	7,961 -704	-8%	-$40.6K	0.04%	436
2020 Q4	$509K	Sell	8,665 -75	-0.9%	-$4.54K	0.04%	390
2020 Q3	$510K	Sell	8,740 -963	-10%	-$60.2K	0.04%	348
2020 Q2	$598K	Buy	9,703 +484	+5%	+$29.2K	0.06%	288
2020 Q1	$486K	Buy	9,219 +839	+10%	+$44.3K	0.06%	306
2019 Q4	$449K	Buy	8,380 +623	+8%	+$32.8K	0.04%	417
2019 Q3	$428K	Buy	7,757 +164	+2%	+$8.84K	0.05%	392
2019 Q2	$399K	Buy	7,593 +537	+8%	+$27.7K	0.04%	431
2019 Q1	$365K	Buy	7,056 +133	+2%	+$6.02K	0.04%	454
2018 Q4	$270K	Buy	+6,923	New	+$292K	0.03%	497

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 International Investors Los Angeles, California $427B AUM 29.17% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mid Atlantic Financial Management's GIS Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its General Mills (GIS) stake by 1.1% in Q3 2021, buying an estimated $4.67K and bringing the position to 7,573 shares worth $453K. The position accounts for 0.03% of the portfolio, ranked #487.

Mid Atlantic Financial Management first reported a position in GIS in Q4 2018 and has held it in 12 quarters since. The position peaked at $598K in Q2 2020. 1,370 funds tracked by Wall St. Rank hold GIS as of Q3 2021.

Mid Atlantic Financial Management held 7,573 shares of General Mills worth $453K as of Q3 2021.
Mid Atlantic Financial Management bought 79 General Mills shares in Q3 2021, an estimated $4.67K.
General Mills made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #487 holding.
Mid Atlantic Financial Management first reported a position in General Mills in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's General Mills position peaked at $598K in Q2 2020.
1,370 funds tracked by Wall St. Rank held General Mills as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.