AL
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Aspiriant LLC’s Diageo DEO Stock Holding History

Aspiriant LLC’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
Q4 		– Sell
-1,676
Closed -$235K – 294
2024
Q3 		$235K Buy
+1,676
New +$218K 0.01% 258
2024
Q2 		– Sell
-1,865
Closed -$277K – 298
2024
Q1 		$277K Sell
1,865
-154
-8% -$22.5K 0.01% 258
2023
Q4 		$294K Sell
2,019
-301
-13% -$44.4K 0.01% 242
2023
Q3 		$346K Buy
2,320
+348
+18% +$58.3K 0.02% 208
2023
Q2 		$342K Buy
+1,972
New +$352K 0.02% 207
2020
Q4 		– Sell
-2,891
Closed -$397K – 207
2020
Q3 		$397K Buy
+2,891
New +$399K 0.03% 165
2019
Q3 		– Sell
-1,165
Closed -$201K – 216
2019
Q2 		$201K Buy
+1,165
New +$196K 0.02% 222

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
CF
Canoe Financial Calgary, Alberta, Canada $7.34B AUM 26.93% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return