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Welch Investments’s General Mills GIS Stock Holding History

Welch Investments’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
2017
Q4 		$4.95M Buy
83,530
+3,618
+5% +$196K 3.14% 18
2017
Q3 		$4.14M Buy
79,912
+8,379
+12% +$459K 2.85% 28
2017
Q2 		$3.96M Buy
71,533
+9,149
+15% +$522K 2.95% 28
2017
Q1 		$3.68M Buy
62,384
+6,756
+12% +$413K 2.92% 29
2016
Q4 		$3.44M Buy
+55,628
New +$3.45M 3% 25

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Welch Investments's GIS Position: Q4 2017 in Review

Welch Investments increased its General Mills (GIS) stake by 4.5% in Q4 2017, buying an estimated $196K and bringing the position to 83,530 shares worth $4.95M. The position accounts for 3.14% of the portfolio, ranked #18.

Welch Investments first reported a position in GIS in Q4 2016 and has held it in 5 quarters since. 1,243 funds tracked by Wall St. Rank hold GIS as of Q4 2017.

  • Welch Investments held 83,530 shares of General Mills worth $4.95M as of Q4 2017.
  • Welch Investments bought 3,618 General Mills shares in Q4 2017, an estimated $196K.
  • General Mills made up 3.14% of Welch Investments's portfolio in Q4 2017, its #18 holding.
  • Welch Investments first reported a position in General Mills in Q4 2016 and has held it in 5 quarters since.
  • 1,243 funds tracked by Wall St. Rank held General Mills as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.