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TrueWealth LLC’s General Mills GIS Stock Holding History

TrueWealth LLC’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
Q2 		$123K Hold
2,000
– – 0.05% 183
2020
Q1 		$106K Hold
2,000
– – 0.05% 181
2019
Q4 		$107K Hold
2,000
– – 0.04% 196
2019
Q3 		$110K Hold
2,000
– – 0.05% 188
2019
Q2 		$105K Hold
2,000
– – 0.05% 188
2019
Q1 		$104K Hold
2,000
– – 0.05% 193
2018
Q4 		$78K Hold
2,000
– – 0.04% 207
2018
Q3 		$86K Hold
2,000
– – 0.04% 213
2018
Q2 		$89K Hold
2,000
– – 0.04% 211
2018
Q1 		$90K Hold
2,000
– – 0.05% 200
2017
Q4 		$119K Buy
+2,000
New +$108K 0.06% 191

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TrueWealth LLC's GIS Position: Q2 2020 in Review

TrueWealth LLC held its General Mills (GIS) position steady in Q2 2020 at 2,000 shares worth $123K. The position accounts for 0.05% of the portfolio, ranked #183.

TrueWealth LLC first reported a position in GIS in Q4 2017 and has held it in 11 quarters since. 1,350 funds tracked by Wall St. Rank hold GIS as of Q2 2020.

  • TrueWealth LLC held 2,000 shares of General Mills worth $123K as of Q2 2020.
  • TrueWealth LLC left its General Mills share count unchanged in Q2 2020.
  • General Mills made up 0.05% of TrueWealth LLC's portfolio in Q2 2020, its #183 holding.
  • TrueWealth LLC first reported a position in General Mills in Q4 2017 and has held it in 11 quarters since.
  • 1,350 funds tracked by Wall St. Rank held General Mills as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.