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Univest Financial’s General Mills GIS Stock Holding History

Univest Financial’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
Q1 		– Sell
-7,105
Closed -$439K – 121
2019
Q4 		$439K Buy
+7,105
New +$374K 0.19% 72
2017
Q4 		– Sell
-8,706
Closed -$451K – 97
2017
Q3 		$451K Buy
8,706
+560
+7% +$30.7K 0.19% 68
2017
Q2 		$451K Buy
8,146
+386
+5% +$22K 0.19% 71
2017
Q1 		$458K Buy
7,760
+655
+9% +$40K 0.2% 66
2016
Q4 		$439K Buy
7,105
+572
+9% +$35.4K 0.19% 72
2016
Q3 		$417K Buy
6,533
+547
+9% +$38.1K 0.19% 69
2016
Q2 		$427K Sell
5,986
-478
-7% -$30.4K 0.19% 67
2016
Q1 		$409K Buy
6,464
+626
+11% +$36.4K 0.19% 66
2015
Q4 		$337K Sell
5,838
-172
-3% -$9.89K 0.15% 78
2015
Q3 		$337K Buy
6,010
+88
+1% +$5.04K 0.16% 72
2015
Q2 		$330K Sell
5,922
-1,622
-22% -$90.9K 0.15% 71
2015
Q1 		$427K Sell
7,544
-1,016
-12% -$54.2K 0.19% 68
2014
Q4 		$457K Sell
8,560
-42,316
-83% -$2.19M 0.2% 64
2014
Q3 		$2.57M Sell
50,876
-1,245
-2% -$65.3K 1.2% 51
2014
Q2 		$2.74M Sell
52,121
-1,195
-2% -$63.7K 1.29% 46
2014
Q1 		$2.76M Sell
53,316
-9,399
-15% -$465K 1.38% 42
2013
Q4 		$3.13M Buy
62,715
+1,519
+2% +$75.6K 1.54% 24
2013
Q3 		$2.93M Buy
61,196
+1,414
+2% +$71K 1.56% 29
2013
Q2 		$2.9M Buy
+59,782
New +$2.94M 1.59% 25

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Univest Financial's GIS Position: Q1 2020 in Review

Univest Financial sold out of General Mills (GIS) in Q1 2020, closing a stake of 7,105 shares — an estimated $439K sold.

Univest Financial first reported a position in GIS in Q2 2013 and held it in 19 quarters. The position peaked at $3.13M in Q4 2013. 1,318 funds tracked by Wall St. Rank hold GIS as of Q1 2020.

  • Univest Financial reported no remaining General Mills position as of Q1 2020 after selling out during the quarter.
  • Univest Financial sold 7,105 General Mills shares in Q1 2020, an estimated $439K.
  • Univest Financial first reported a position in General Mills in Q2 2013 and held it in 19 quarters.
  • Univest Financial's General Mills position peaked at $3.13M in Q4 2013.
  • 1,318 funds tracked by Wall St. Rank held General Mills as of Q1 2020.

Based on Univest Financial's 13F filing for Q1 2020, filed 5 May 2020.