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RMR Wealth Builders’s General Mills GIS Stock Holding History

RMR Wealth Builders’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
-740
Closed -$45K – 362
2021
Q1 		$45K Hold
740
– – 0.01% 384
2020
Q4 		$44K Buy
+740
New +$44.8K 0.02% 269
2020
Q3 		– Sell
-740
Closed -$46K – 316
2020
Q2 		$46K Buy
+740
New +$44.6K 0.04% 234
2019
Q4 		$30K Buy
+555
New +$29.2K 0.03% 276

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

RMR Wealth Builders's GIS Position: Q2 2021 in Review

RMR Wealth Builders sold out of General Mills (GIS) in Q2 2021, closing a stake of 740 shares — an estimated $45K sold.

RMR Wealth Builders first reported a position in GIS in Q4 2019 and held it in 4 quarters. The position peaked at $46K in Q2 2020. 1,406 funds tracked by Wall St. Rank hold GIS as of Q2 2021.

  • RMR Wealth Builders reported no remaining General Mills position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 740 General Mills shares in Q2 2021, an estimated $45K.
  • RMR Wealth Builders first reported a position in General Mills in Q4 2019 and held it in 4 quarters.
  • RMR Wealth Builders's General Mills position peaked at $46K in Q2 2020.
  • 1,406 funds tracked by Wall St. Rank held General Mills as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.