Ameritas Advisory Services’s Diageo DEO Stock Holding History

Ameritas Advisory Services’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
2025 Q4	–	Sell	-823	Closed	-$78.5K	–	1197
2025 Q3	$78.5K	Sell	823 -248	-23%	-$26K	0.01%	919
2025 Q2	$108K	Buy	+1,071	New	+$116K	0.01%	958
2024 Q4	–	Sell	-1,433	Closed	-$201K	–	883
2024 Q3	$201K	Sell	1,433 -224	-14%	-$29.1K	0.01%	809
2024 Q2	$209K	Buy	1,657 +99	+6%	+$13.6K	0.01%	844
2024 Q1	$219K	Sell	1,558 -191	-11%	-$28K	0.01%	804
2023 Q4	$256K	Sell	1,749 -56	-3%	-$8.27K	0.01%	592
2023 Q3	$273K	Buy	+1,805	New	+$302K	0.01%	654
2023 Q2	–	Sell	-1,590	Closed	-$292K	–	994
2023 Q1	$292K	Sell	1,590 -169	-10%	-$29.8K	0.01%	650
2022 Q4	$313K	Buy	1,759 +424	+32%	+$74.4K	0.01%	703
2022 Q3	$227K	Buy	1,335 +33	+3%	+$5.91K	0.01%	679
2022 Q2	$227K	Buy	1,302 +191	+17%	+$36.3K	0.01%	712
2022 Q1	$226K	Hold	1,111	–	–	0.01%	759
2021 Q4	$245K	Buy	+1,111	New	+$228K	0.01%	712

Other funds holding DEO

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return