Windsor Wealth Management’s General Mills GIS Stock Holding History

Windsor Wealth Management’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
2019 Q4	–	Sell	-4,353	Closed	-$230K	–	186
2019 Q3	$230K	Sell	4,353 -799	-16%	-$43.1K	0.1%	165
2019 Q2	$275K	Buy	+5,152	New	+$266K	0.12%	151

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Windsor Wealth Management's GIS Position: Q4 2019 in Review

Windsor Wealth Management sold out of General Mills (GIS) in Q4 2019, closing a stake of 4,353 shares — an estimated $230K sold.

Windsor Wealth Management first reported a position in GIS in Q2 2019 and held it in 2 quarters. The position peaked at $275K in Q2 2019. 1,364 funds tracked by Wall St. Rank hold GIS as of Q4 2019.

Windsor Wealth Management reported no remaining General Mills position as of Q4 2019 after selling out during the quarter.
Windsor Wealth Management sold 4,353 General Mills shares in Q4 2019, an estimated $230K.
Windsor Wealth Management first reported a position in General Mills in Q2 2019 and held it in 2 quarters.
Windsor Wealth Management's General Mills position peaked at $275K in Q2 2019.
1,364 funds tracked by Wall St. Rank held General Mills as of Q4 2019.

Based on Windsor Wealth Management's 13F filing for Q4 2019, filed 7 Jan 2020.