CB
DEO icon

Community Bank’s Diageo DEO Stock Holding History

Community Bank’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
Q4 		– Sell
-23
Closed -$4K – 531
2022
Q3 		$4K Buy
+23
New +$4.12K ﹤0.01% 451
2020
Q1 		– Sell
-11
Closed -$2K – 417
2019
Q4 		$2K Buy
+11
New +$1.79K ﹤0.01% 405
2018
Q4 		– Sell
-240
Closed -$34K – 493
2018
Q3 		$34K Hold
240
– – 0.01% 304
2018
Q2 		$35K Sell
240
-50
-17% -$7.16K 0.01% 302
2018
Q1 		$39K Hold
290
– – 0.01% 293
2017
Q4 		$42K Buy
290
+202
+230% +$27.8K ﹤0.01% 393
2017
Q3 		$12K Hold
88
– – ﹤0.01% 443
2017
Q2 		$11K Buy
+88
New +$10.5K ﹤0.01% 445

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return