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Newfound Research’s General Mills GIS Stock Holding History

Newfound Research’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
Q1 		– Sell
-892
Closed -$52K – 139
2020
Q4 		$52K Buy
+892
New +$54K 0.13% 111
2020
Q2 		– Sell
-2
Closed – – 102
2020
Q1 		$0 Hold
2
– – ﹤0.01% 130
2019
Q4 		$0 Hold
2
– – ﹤0.01% 168
2019
Q3 		$0 Hold
2
– – ﹤0.01% 177
2019
Q2 		$0 Hold
2
– – ﹤0.01% 180
2019
Q1 		$0 Buy
+2
New +$91 ﹤0.01% 174

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Newfound Research's GIS Position: Q1 2021 in Review

Newfound Research sold out of General Mills (GIS) in Q1 2021, closing a stake of 892 shares — an estimated $52K sold.

Newfound Research first reported a position in GIS in Q1 2019 and held it in 6 quarters. The position peaked at $52K in Q4 2020. 1,384 funds tracked by Wall St. Rank hold GIS as of Q1 2021.

  • Newfound Research reported no remaining General Mills position as of Q1 2021 after selling out during the quarter.
  • Newfound Research sold 892 General Mills shares in Q1 2021, an estimated $52K.
  • Newfound Research first reported a position in General Mills in Q1 2019 and held it in 6 quarters.
  • Newfound Research's General Mills position peaked at $52K in Q4 2020.
  • 1,384 funds tracked by Wall St. Rank held General Mills as of Q1 2021.

Based on Newfound Research's 13F filing for Q1 2021, filed 28 Apr 2021.