Beese Fulmer Investment Management’s Diageo DEO Stock Holding History

Beese Fulmer Investment 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 Q2	–	Sell	-1,099	Closed	-$223K	–	228
2022 Q1	$223K	Hold	1,099	–	–	0.02%	212
2021 Q4	$242K	Buy	+1,099	New	+$225K	0.03%	214
2020 Q3	–	Sell	-1,065	Closed	-$143K	–	277
2020 Q2	$143K	Buy	+1,065	New	+$146K	0.02%	211
2014 Q3	–	Sell	-1,700	Closed	-$216K	–	159
2014 Q2	$216K	Hold	1,700	–	–	0.07%	141
2014 Q1	$212K	Hold	1,700	–	–	0.07%	141
2013 Q4	$225K	Hold	1,700	–	–	0.08%	134
2013 Q3	$216K	Buy	+1,700	New	+$213K	0.08%	134

Other funds holding DEO

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Beese Fulmer Investment Management's DEO Position: Q2 2022 in Review

Beese Fulmer Investment Management sold out of Diageo (DEO) in Q2 2022, closing a stake of 1,099 shares — an estimated $223K sold.

Beese Fulmer Investment Management first reported a position in DEO in Q3 2013 and held it in 7 quarters. The position peaked at $242K in Q4 2021. 999 funds tracked by Wall St. Rank hold DEO as of Q2 2022.

Beese Fulmer Investment Management reported no remaining Diageo position as of Q2 2022 after selling out during the quarter.
Beese Fulmer Investment Management sold 1,099 Diageo shares in Q2 2022, an estimated $223K.
Beese Fulmer Investment Management first reported a position in Diageo in Q3 2013 and held it in 7 quarters.
Beese Fulmer Investment Management's Diageo position peaked at $242K in Q4 2021.
999 funds tracked by Wall St. Rank held Diageo as of Q2 2022.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2022, filed 11 Jul 2022.