AWM
DEO icon

Aries Wealth Management’s Diageo DEO Stock Holding History

Aries Wealth Management’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
Q2 		– Sell
-1,836
Closed -$273K – 210
2024
Q1 		$273K Sell
1,836
-20
-1% -$2.93K 0.09% 174
2023
Q4 		$270K Sell
1,856
-208
-10% -$30.7K 0.1% 165
2023
Q3 		$317K Buy
2,064
+19
+0.9% +$3.18K 0.12% 146
2023
Q2 		$355K Sell
2,045
-189
-8% -$33.7K 0.14% 136
2023
Q1 		$405K Hold
2,234
– – 0.17% 127
2022
Q4 		$398K Hold
2,234
– – 0.17% 124
2022
Q3 		$373K Hold
2,234
– – 0.17% 120
2022
Q2 		$389K Buy
+2,234
New +$425K 0.18% 114
2022
Q1 		– Sell
-2,099
Closed -$462K – 108
2021
Q4 		$462K Buy
2,099
+50
+2% +$10.3K 0.18% 116
2021
Q3 		$395K Buy
2,049
+155
+8% +$30K 0.17% 123
2021
Q2 		$363K Buy
1,894
+80
+4% +$14.9K 0.16% 125
2021
Q1 		$316K Buy
1,814
+75
+4% +$12.3K 0.14% 129
2020
Q4 		$288K Hold
1,739
– – 0.14% 131
2020
Q3 		$239K Buy
+1,739
New +$240K 0.14% 127

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return