Atwood & Palmer’s Diageo DEO Stock Holding History

Atwood & Palmer’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	-143	Closed	-$20.8K	–	419
2023 Q4	$20.8K	Hold	143	–	–	﹤0.01%	275
2023 Q3	$21.3K	Hold	143	–	–	﹤0.01%	269
2023 Q2	$24.8K	Hold	143	–	–	﹤0.01%	262
2023 Q1	$25.9K	Hold	143	–	–	﹤0.01%	246
2022 Q4	$25.5K	Hold	143	–	–	﹤0.01%	262
2022 Q3	$24K	Hold	143	–	–	﹤0.01%	250
2022 Q2	$25K	Hold	143	–	–	﹤0.01%	267
2022 Q1	$29K	Hold	143	–	–	﹤0.01%	279
2021 Q4	$31K	Hold	143	–	–	﹤0.01%	277
2021 Q3	$28K	Hold	143	–	–	﹤0.01%	273
2021 Q2	$27K	Hold	143	–	–	﹤0.01%	268
2021 Q1	$23K	Buy	+143	New	+$23.4K	﹤0.01%	279

Other funds holding DEO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Atwood & Palmer's DEO Position: Q1 2024 in Review

Atwood & Palmer sold out of Diageo (DEO) in Q1 2024, closing a stake of 143 shares — an estimated $20.8K sold.

Atwood & Palmer first reported a position in DEO in Q1 2021 and held it in 12 quarters. The position peaked at $31K in Q4 2021. 1,017 funds tracked by Wall St. Rank hold DEO as of Q1 2024.

Atwood & Palmer reported no remaining Diageo position as of Q1 2024 after selling out during the quarter.
Atwood & Palmer sold 143 Diageo shares in Q1 2024, an estimated $20.8K.
Atwood & Palmer first reported a position in Diageo in Q1 2021 and held it in 12 quarters.
Atwood & Palmer's Diageo position peaked at $31K in Q4 2021.
1,017 funds tracked by Wall St. Rank held Diageo as of Q1 2024.

Based on Atwood & Palmer's 13F filing for Q1 2024, filed 10 Apr 2024.