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Ables Iannone Moore & Associates’s Diageo DEO Stock Holding History

Ables Iannone Moore & Associates’s Portfolio DEO Stock Details DEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-350
Closed -$51K – 123
2023
Q4 		$51K Buy
+350
New +$51.7K 0.04% 96

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ables Iannone Moore & Associates's DEO Position: Q1 2024 in Review

Ables Iannone Moore & Associates sold out of Diageo (DEO) in Q1 2024, closing a stake of 350 shares — an estimated $51K sold.

Ables Iannone Moore & Associates first reported a position in DEO in Q4 2023 and held it in 1 quarter. The position peaked at $51K in Q4 2023. 1,016 funds tracked by Wall St. Rank hold DEO as of Q1 2024.

  • Ables Iannone Moore & Associates reported no remaining Diageo position as of Q1 2024 after selling out during the quarter.
  • Ables Iannone Moore & Associates sold 350 Diageo shares in Q1 2024, an estimated $51K.
  • Ables Iannone Moore & Associates first reported a position in Diageo in Q4 2023 and held it in 1 quarter.
  • Ables Iannone Moore & Associates's Diageo position peaked at $51K in Q4 2023.
  • 1,016 funds tracked by Wall St. Rank held Diageo as of Q1 2024.

Based on Ables Iannone Moore & Associates's 13F filing for Q1 2024, filed 30 Apr 2024.