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Criterion Capital Advisors’s Diageo DEO Stock Holding History

Criterion Capital 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 		$29.9K Hold
237
– – 0.02% 178
2024
Q3 		$29.9K Hold
237
– – 0.02% 178
2024
Q2 		$29.9K Hold
237
– – 0.02% 178
2024
Q1 		$35.3K Sell
237
-11
-4% -$1.61K 0.02% 165
2023
Q4 		$36.1K Buy
+248
New +$36.6K 0.03% 167

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Criterion Capital Advisors's DEO Position: Q4 2024 in Review

Criterion Capital Advisors held its Diageo (DEO) position steady in Q4 2024 at 237 shares worth $29.9K. The position accounts for 0.02% of the portfolio, ranked #178.

Criterion Capital Advisors first reported a position in DEO in Q4 2023 and has held it in 5 quarters since. The position peaked at $36.1K in Q4 2023. 968 funds tracked by Wall St. Rank hold DEO as of Q4 2024.

  • Criterion Capital Advisors held 237 shares of Diageo worth $29.9K as of Q4 2024.
  • Criterion Capital Advisors left its Diageo share count unchanged in Q4 2024.
  • Diageo made up 0.02% of Criterion Capital Advisors's portfolio in Q4 2024, its #178 holding.
  • Criterion Capital Advisors first reported a position in Diageo in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's Diageo position peaked at $36.1K in Q4 2023.
  • 968 funds tracked by Wall St. Rank held Diageo as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.