Squar Milner Financial Services’s General Mills GIS Stock Holding History

Squar Milner Financial Services’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 Q3	–	Sell	-7,152	Closed	-$441K	–	71
2020 Q2	$441K	Buy	7,152 +539	+8%	+$32.5K	0.25%	108
2020 Q1	$348K	Buy	6,613 +6,585	+23,518%	+$348K	0.21%	108
2019 Q4	$1K	Sell	28 -7,237	-100%	-$381K	﹤0.01%	788
2019 Q3	$448K	Buy	7,265 +7,206	+12,214%	+$388K	0.23%	111
2019 Q2	$3K	Hold	59	–	–	﹤0.01%	664
2019 Q1	$3K	Hold	59	–	–	﹤0.01%	724
2018 Q4	$2K	Hold	59	–	–	﹤0.01%	689
2018 Q3	$3K	Sell	59 -300	-84%	-$13.6K	﹤0.01%	683
2018 Q2	$16K	Buy	+359	New	+$15.7K	0.01%	519

Other funds holding GIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Squar Milner Financial Services's GIS Position: Q3 2020 in Review

Squar Milner Financial Services sold out of General Mills (GIS) in Q3 2020, closing a stake of 7,152 shares — an estimated $441K sold.

Squar Milner Financial Services first reported a position in GIS in Q2 2018 and held it in 9 quarters. The position peaked at $448K in Q3 2019. 1,361 funds tracked by Wall St. Rank hold GIS as of Q3 2020.

Squar Milner Financial Services reported no remaining General Mills position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 7,152 General Mills shares in Q3 2020, an estimated $441K.
Squar Milner Financial Services first reported a position in General Mills in Q2 2018 and held it in 9 quarters.
Squar Milner Financial Services's General Mills position peaked at $448K in Q3 2019.
1,361 funds tracked by Wall St. Rank held General Mills as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.