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MPS Loria Financial Planners’s General Mills GIS Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-532
Closed -$32K – 292
2021
Q1 		$32K Sell
532
-725
-58% -$41.8K 0.01% 201
2020
Q4 		$74K Buy
1,257
+54
+4% +$3.27K 0.03% 136
2020
Q3 		$74K Hold
1,203
– – 0.04% 118
2020
Q2 		$74K Buy
+1,203
New +$72.5K 0.04% 121
2017
Q3 		– Sell
-1,721
Closed -$99K – 182
2017
Q2 		$99K Buy
+1,721
New +$98.2K 0.07% 113

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MPS Loria Financial Planners's GIS Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of General Mills (GIS) in Q2 2021, closing a stake of 532 shares — an estimated $32K sold.

MPS Loria Financial Planners first reported a position in GIS in Q2 2017 and held it in 5 quarters. The position peaked at $99K in Q2 2017. 1,406 funds tracked by Wall St. Rank hold GIS as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining General Mills position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 532 General Mills shares in Q2 2021, an estimated $32K.
  • MPS Loria Financial Planners first reported a position in General Mills in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's General Mills position peaked at $99K in Q2 2017.
  • 1,406 funds tracked by Wall St. Rank held General Mills as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.