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Cedar Wealth Management’s Diageo DEO Stock Holding History

Cedar 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
2024
Q2 		– Sell
-66
Closed -$9.82K – 314
2024
Q1 		$9.82K Buy
+66
New +$9.66K ﹤0.01% 255
2018
Q3 		– Sell
-35
Closed -$5K – 191
2018
Q2 		$5K Buy
+35
New +$5.01K ﹤0.01% 163

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cedar Wealth Management's DEO Position: Q2 2024 in Review

Cedar Wealth Management sold out of Diageo (DEO) in Q2 2024, closing a stake of 66 shares — an estimated $9.82K sold.

Cedar Wealth Management first reported a position in DEO in Q2 2018 and held it in 2 quarters. The position peaked at $9.82K in Q1 2024. 951 funds tracked by Wall St. Rank hold DEO as of Q2 2024.

  • Cedar Wealth Management reported no remaining Diageo position as of Q2 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 66 Diageo shares in Q2 2024, an estimated $9.82K.
  • Cedar Wealth Management first reported a position in Diageo in Q2 2018 and held it in 2 quarters.
  • Cedar Wealth Management's Diageo position peaked at $9.82K in Q1 2024.
  • 951 funds tracked by Wall St. Rank held Diageo as of Q2 2024.

Based on Cedar Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.