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Northstar Wealth Partners’s General Mills GIS Stock Holding History

Northstar Wealth Partners’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 		$2.67M Buy
43,340
+3,017
+7% +$189K 1.25% 26
2020
Q2 		$2.48M Buy
40,323
+8
+0% +$482 1.04% 31
2020
Q1 		$2.13M Buy
40,315
+3
+0% +$158 1.08% 26
2019
Q4 		$2.16M Sell
40,312
-322
-0.8% -$17K 0.88% 35
2019
Q3 		$2.24M Buy
40,634
+9
+0% +$485 0.98% 28
2019
Q2 		$2.13M Buy
40,625
+968
+2% +$50K 0.95% 32
2019
Q1 		$2.05M Buy
39,657
+1,039
+3% +$47.1K 0.94% 34
2018
Q4 		$1.5M Sell
38,618
-6,886
-15% -$291K 0.79% 41
2018
Q3 		$1.95M Buy
45,504
+3,804
+9% +$172K 0.94% 34
2018
Q2 		$1.84M Buy
41,700
+6,960
+20% +$305K 0.92% 35
2018
Q1 		$1.56M Buy
34,740
+30,776
+776% +$1.67M 0.8% 38
2017
Q4 		$238K Buy
+3,964
New +$214K 0.21% 112

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 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Northstar Wealth Partners's GIS Position: Q3 2020 in Review

Northstar Wealth Partners increased its General Mills (GIS) stake by 7.5% in Q3 2020, buying an estimated $189K and bringing the position to 43,340 shares worth $2.67M. The position accounts for 1.25% of the portfolio, ranked #26.

Northstar Wealth Partners first reported a position in GIS in Q4 2017 and has held it in 12 quarters since. 1,361 funds tracked by Wall St. Rank hold GIS as of Q3 2020.

  • Northstar Wealth Partners held 43,340 shares of General Mills worth $2.67M as of Q3 2020.
  • Northstar Wealth Partners bought 3,017 General Mills shares in Q3 2020, an estimated $189K.
  • General Mills made up 1.25% of Northstar Wealth Partners's portfolio in Q3 2020, its #26 holding.
  • Northstar Wealth Partners first reported a position in General Mills in Q4 2017 and has held it in 12 quarters since.
  • 1,361 funds tracked by Wall St. Rank held General Mills as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.