Claris Advisors’s Diageo DEO Stock Holding History

Claris Advisors’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 Q4	–	Sell	-150	Closed	-$21.1K	–	348
2024 Q3	$21.1K	Buy	+150	New	+$19.5K	0.01%	182

Other funds holding DEO

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

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

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Claris Advisors's DEO Position: Q4 2024 in Review

Claris Advisors sold out of Diageo (DEO) in Q4 2024, closing a stake of 150 shares — an estimated $21.1K sold.

Claris Advisors first reported a position in DEO in Q3 2024 and held it in 1 quarter. The position peaked at $21.1K in Q3 2024. 970 funds tracked by Wall St. Rank hold DEO as of Q4 2024.

Claris Advisors reported no remaining Diageo position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 150 Diageo shares in Q4 2024, an estimated $21.1K.
Claris Advisors first reported a position in Diageo in Q3 2024 and held it in 1 quarter.
Claris Advisors's Diageo position peaked at $21.1K in Q3 2024.
970 funds tracked by Wall St. Rank held Diageo as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.