Elmwood Wealth Management’s Diageo DEO Stock Holding History

Elmwood 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
2022 Q1	–	Sell	-9	Closed	-$2K	–	156
2021 Q4	$2K	Buy	+9	New	+$1.84K	﹤0.01%	342
2021 Q2	$2K	Hold	9	–	–	﹤0.01%	302
2021 Q1	$1K	Buy	+9	New	+$1.47K	﹤0.01%	307
2020 Q3	$1K	Hold	9	–	–	﹤0.01%	246
2020 Q2	$1K	Hold	9	–	–	﹤0.01%	246
2020 Q1	$1.22K	Buy	+9	New	+$1.35K	﹤0.01%	275
2019 Q4	–	Sell	-9	Closed	-$1K	–	121
2019 Q3	$1K	Hold	9	–	–	﹤0.01%	255
2019 Q2	$2K	Hold	9	–	–	﹤0.01%	261
2019 Q1	$1K	Hold	9	–	–	﹤0.01%	268
2018 Q4	$1K	Hold	9	–	–	﹤0.01%	283
2018 Q3	$1.27K	Hold	9	–	–	﹤0.01%	268
2018 Q2	$1.3K	Hold	9	–	–	﹤0.01%	270
2018 Q1	$1.22K	Buy	+9	New	+$1.25K	﹤0.01%	275

Other funds holding DEO

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

LCOV

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

AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Elmwood Wealth Management's DEO Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Diageo (DEO) in Q1 2022, closing a stake of 9 shares — an estimated $2K sold.

Elmwood Wealth Management first reported a position in DEO in Q1 2018 and held it in 13 quarters. The position peaked at $2K in Q4 2021. 1,026 funds tracked by Wall St. Rank hold DEO as of Q1 2022.

Elmwood Wealth Management reported no remaining Diageo position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 9 Diageo shares in Q1 2022, an estimated $2K.
Elmwood Wealth Management first reported a position in Diageo in Q1 2018 and held it in 13 quarters.
Elmwood Wealth Management's Diageo position peaked at $2K in Q4 2021.
1,026 funds tracked by Wall St. Rank held Diageo as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.