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ShoreHaven Wealth Partners’s General Mills GIS Stock Holding History

ShoreHaven 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
2021
Q2 		– Sell
-903
Closed -$55K – 131
2021
Q1 		$55K Buy
903
+7
+0.8% +$404 0.03% 113
2020
Q4 		$53K Buy
+896
New +$54.2K 0.03% 106

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ShoreHaven Wealth Partners's GIS Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of General Mills (GIS) in Q2 2021, closing a stake of 903 shares — an estimated $55K sold.

ShoreHaven Wealth Partners first reported a position in GIS in Q4 2020 and held it in 2 quarters. The position peaked at $55K in Q1 2021. 1,407 funds tracked by Wall St. Rank hold GIS as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining General Mills position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 903 General Mills shares in Q2 2021, an estimated $55K.
  • ShoreHaven Wealth Partners first reported a position in General Mills in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's General Mills position peaked at $55K in Q1 2021.
  • 1,407 funds tracked by Wall St. Rank held General Mills as of Q2 2021.

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