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Private Wealth Advisors (Pennsylvania)’s General Mills GIS Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
Q4 		$469K Sell
7,976
-745
-9% -$45.1K 0.27% 68
2020
Q3 		$538K Sell
8,721
-814
-9% -$50.9K 0.34% 54
2020
Q2 		$588K Hold
9,535
– – 0.4% 50
2020
Q1 		$568K Sell
9,535
-283
-3% -$14.9K 0.43% 47
2019
Q4 		$520K Sell
9,818
-885
-8% -$46.6K 0.28% 77
2019
Q3 		$590K Buy
10,703
+4
+0% +$216 0.3% 80
2019
Q2 		$562K Sell
10,699
-170
-2% -$8.78K 0.2% 95
2019
Q1 		$562K Hold
10,869
– – 0.21% 98
2018
Q4 		$423K Hold
10,869
– – 0.18% 103
2018
Q3 		$467K Buy
10,869
+43
+0.4% +$1.95K 0.17% 100
2018
Q2 		$479K Buy
10,826
+5
+0% +$219 0.19% 96
2018
Q1 		$488K Sell
10,821
-516
-5% -$28K 0.2% 95
2017
Q4 		$672K Buy
11,337
+5
+0% +$270 0.26% 89
2017
Q3 		$587K Buy
11,332
+4
+0% +$219 0.24% 88
2017
Q2 		$628K Sell
11,328
-146
-1% -$8.33K 0.27% 86
2017
Q1 		$677K Sell
11,474
-297
-3% -$18.2K 0.3% 80
2016
Q4 		$727K Sell
11,771
-846
-7% -$52.4K 0.34% 72
2016
Q3 		$806K Buy
12,617
+193
+2% +$13.4K 0.38% 72
2016
Q2 		$886K Sell
12,424
-122
-1% -$7.77K 0.43% 65
2016
Q1 		$795K Buy
12,546
+4
+0% +$232 0.42% 67
2015
Q4 		$723K Sell
12,542
-650
-5% -$37.4K 0.41% 66
2015
Q3 		$740K Buy
13,192
+4
+0% +$229 0.37% 78
2015
Q2 		$735K Sell
13,188
-97
-0.7% -$5.43K 0.33% 79
2015
Q1 		$752K Sell
13,285
-252
-2% -$13.4K 0.35% 73
2014
Q4 		$722K Sell
13,537
-59
-0.4% -$3.05K 0.35% 73
2014
Q3 		$686K Sell
13,596
-297
-2% -$15.6K 0.36% 74
2014
Q2 		$730K Sell
13,893
-161
-1% -$8.59K 0.37% 74
2014
Q1 		$728K Sell
14,054
-20,842
-60% -$1.03M 0.4% 73
2013
Q4 		$1.74M Sell
34,896
-767
-2% -$38.2K 0.95% 36
2013
Q3 		$1.71M Sell
35,663
-352
-1% -$17.7K 1.01% 35
2013
Q2 		$1.75M Buy
+36,015
New +$1.77M 1.09% 33

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

Private Wealth Advisors (Pennsylvania)'s GIS Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its General Mills (GIS) stake by 8.5% in Q4 2020, selling an estimated $45.1K and leaving 7,976 shares worth $469K. The position accounts for 0.27% of the portfolio, ranked #68.

Private Wealth Advisors (Pennsylvania) first reported a position in GIS in Q2 2013 and has held it in 31 quarters since. The position peaked at $1.75M in Q2 2013. 1,424 funds tracked by Wall St. Rank hold GIS as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) held 7,976 shares of General Mills worth $469K as of Q4 2020.
  • Private Wealth Advisors (Pennsylvania) sold 745 General Mills shares in Q4 2020, an estimated $45.1K.
  • General Mills made up 0.27% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #68 holding.
  • Private Wealth Advisors (Pennsylvania) first reported a position in General Mills in Q2 2013 and has held it in 31 quarters since.
  • Private Wealth Advisors (Pennsylvania)'s General Mills position peaked at $1.75M in Q2 2013.
  • 1,424 funds tracked by Wall St. Rank held General Mills as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.