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Safeguard Investment Advisory Group’s General Mills GIS Stock Holding History

Safeguard Investment Advisory Group’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
-151
Closed -$8K – 320
2020
Q4 		$8K Buy
+151
New +$9.13K 0.01% 448

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Safeguard Investment Advisory Group's GIS Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of General Mills (GIS) in Q1 2021, closing a stake of 151 shares — an estimated $8K sold.

Safeguard Investment Advisory Group first reported a position in GIS in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 1,383 funds tracked by Wall St. Rank hold GIS as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining General Mills position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 151 General Mills shares in Q1 2021, an estimated $8K.
  • Safeguard Investment Advisory Group first reported a position in General Mills in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's General Mills position peaked at $8K in Q4 2020.
  • 1,383 funds tracked by Wall St. Rank held General Mills as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.