AWM
DEO icon

Atticus Wealth Management’s Diageo DEO Stock Holding History

Atticus 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
2022
Q4 		– Sell
-38
Closed -$7K – 562
2022
Q3 		$7K Hold
38
– – ﹤0.01% 403
2022
Q2 		$7K Buy
38
+16
+73% +$3.04K ﹤0.01% 434
2022
Q1 		$4K Buy
+22
New +$4.41K ﹤0.01% 474
2020
Q1 		– Sell
-5
Closed -$1K – 340
2019
Q4 		$1K Buy
+5
New +$813 ﹤0.01% 312

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Atticus Wealth Management's DEO Position: Q4 2022 in Review

Atticus Wealth Management sold out of Diageo (DEO) in Q4 2022, closing a stake of 38 shares — an estimated $7K sold.

Atticus Wealth Management first reported a position in DEO in Q4 2019 and held it in 4 quarters. The position peaked at $7K in Q3 2022. 1,017 funds tracked by Wall St. Rank hold DEO as of Q4 2022.

  • Atticus Wealth Management reported no remaining Diageo position as of Q4 2022 after selling out during the quarter.
  • Atticus Wealth Management sold 38 Diageo shares in Q4 2022, an estimated $7K.
  • Atticus Wealth Management first reported a position in Diageo in Q4 2019 and held it in 4 quarters.
  • Atticus Wealth Management's Diageo position peaked at $7K in Q3 2022.
  • 1,017 funds tracked by Wall St. Rank held Diageo as of Q4 2022.

Based on Atticus Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.