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Perennial Advisors’s General Mills GIS Stock Holding History

Perennial Advisors’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 		– Sell
-1,632
Closed -$99K – 149
2021
Q2 		$99K Hold
1,632
– – 0.03% 110
2021
Q1 		$100K Hold
1,632
– – 0.03% 106
2020
Q4 		$96K Buy
+1,632
New +$98.7K 0.03% 102
2020
Q3 		– Sell
-1,626
Closed -$100K – 128
2020
Q2 		$100K Sell
1,626
-3,482
-68% -$210K 0.04% 93
2020
Q1 		$270K Buy
+5,108
New +$270K 0.15% 71
2017
Q1 		– Sell
-2,675
Closed -$165K – 188
2016
Q4 		$165K Buy
+2,675
New +$166K 0.14% 76

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

Perennial Advisors's GIS Position: Q3 2021 in Review

Perennial Advisors sold out of General Mills (GIS) in Q3 2021, closing a stake of 1,632 shares — an estimated $99K sold.

Perennial Advisors first reported a position in GIS in Q4 2016 and held it in 6 quarters. The position peaked at $270K in Q1 2020. 1,369 funds tracked by Wall St. Rank hold GIS as of Q3 2021.

  • Perennial Advisors reported no remaining General Mills position as of Q3 2021 after selling out during the quarter.
  • Perennial Advisors sold 1,632 General Mills shares in Q3 2021, an estimated $99K.
  • Perennial Advisors first reported a position in General Mills in Q4 2016 and held it in 6 quarters.
  • Perennial Advisors's General Mills position peaked at $270K in Q1 2020.
  • 1,369 funds tracked by Wall St. Rank held General Mills as of Q3 2021.

Based on Perennial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.