Echo Street Capital Management’s Diageo DEO Stock Holding History

Echo Street Capital 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
2020 Q4	–	Sell	-8,401	Closed	-$1.16M	–	362
2020 Q3	$1.16M	Buy	8,401 +356	+4%	+$49.1K	0.02%	106
2020 Q2	$1.08M	Buy	+8,045	New	+$1.1M	0.01%	253

Other funds holding DEO

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

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

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

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

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

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

Echo Street Capital Management's DEO Position: Q4 2020 in Review

Echo Street Capital Management sold out of Diageo (DEO) in Q4 2020, closing a stake of 8,401 shares — an estimated $1.16M sold.

Echo Street Capital Management first reported a position in DEO in Q2 2020 and held it in 2 quarters. The position peaked at $1.16M in Q3 2020. 924 funds tracked by Wall St. Rank hold DEO as of Q4 2020.

Echo Street Capital Management reported no remaining Diageo position as of Q4 2020 after selling out during the quarter.
Echo Street Capital Management sold 8,401 Diageo shares in Q4 2020, an estimated $1.16M.
Echo Street Capital Management first reported a position in Diageo in Q2 2020 and held it in 2 quarters.
Echo Street Capital Management's Diageo position peaked at $1.16M in Q3 2020.
924 funds tracked by Wall St. Rank held Diageo as of Q4 2020.

Based on Echo Street Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.