Better Money Decisions’s Diageo DEO Stock Holding History

Better Money Decisions’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 Q3	–	Sell	-336	Closed	-$59K	–	144
2022 Q2	$59K	Buy	+336	New	+$63.9K	0.05%	126
2021 Q4	–	Sell	-564	Closed	-$109K	–	188
2021 Q3	$109K	Hold	564	–	–	0.09%	101
2021 Q2	$108K	Sell	564 -18	-3%	-$3.35K	0.1%	97
2021 Q1	$96K	Buy	+582	New	+$95.2K	0.1%	89

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

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

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

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Better Money Decisions's DEO Position: Q3 2022 in Review

Better Money Decisions sold out of Diageo (DEO) in Q3 2022, closing a stake of 336 shares — an estimated $59K sold.

Better Money Decisions first reported a position in DEO in Q1 2021 and held it in 4 quarters. The position peaked at $109K in Q3 2021. 967 funds tracked by Wall St. Rank hold DEO as of Q3 2022.

Better Money Decisions reported no remaining Diageo position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 336 Diageo shares in Q3 2022, an estimated $59K.
Better Money Decisions first reported a position in Diageo in Q1 2021 and held it in 4 quarters.
Better Money Decisions's Diageo position peaked at $109K in Q3 2021.
967 funds tracked by Wall St. Rank held Diageo as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.