Carmel Capital Partners’s Diageo DEO Stock Holding History

Carmel Capital Partners’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
2023 Q4	–	Sell	-329	Closed	-$49.1K	–	281
2023 Q3	$49.1K	Buy	+329	New	+$55.1K	0.02%	241

Other funds holding DEO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carmel Capital Partners's DEO Position: Q4 2023 in Review

Carmel Capital Partners sold out of Diageo (DEO) in Q4 2023, closing a stake of 329 shares — an estimated $49.1K sold.

Carmel Capital Partners first reported a position in DEO in Q3 2023 and held it in 1 quarter. The position peaked at $49.1K in Q3 2023. 1,010 funds tracked by Wall St. Rank hold DEO as of Q4 2023.

Carmel Capital Partners reported no remaining Diageo position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 329 Diageo shares in Q4 2023, an estimated $49.1K.
Carmel Capital Partners first reported a position in Diageo in Q3 2023 and held it in 1 quarter.
Carmel Capital Partners's Diageo position peaked at $49.1K in Q3 2023.
1,010 funds tracked by Wall St. Rank held Diageo as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.