FPCG
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Fort Pitt Capital Group’s Diageo DEO Stock Holding History

Fort Pitt Capital Group’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
2021
Q1 		– Sell
-858
Closed -$136K – 177
2020
Q4 		$136K Buy
+858
New +$128K 0.01% 138
2020
Q3 		– Sell
-1,667
Closed -$224K – 140
2020
Q2 		$224K Sell
1,667
-10
-0.6% -$1.37K 0.01% 156
2020
Q1 		$213K Buy
1,677
+110
+7% +$16.5K 0.01% 157
2019
Q4 		$264K Hold
1,567
– – 0.02% 141
2019
Q3 		$256K Hold
1,567
– – 0.02% 135
2019
Q2 		$270K Buy
1,567
+200
+15% +$33.6K 0.02% 112
2019
Q1 		$224K Buy
+1,367
New +$209K 0.02% 129
2018
Q2 		– Sell
-2,272
Closed -$308K – 137
2018
Q1 		$308K Buy
2,272
+309
+16% +$43K 0.02% 104
2017
Q4 		$287K Sell
1,963
-19
-1% -$2.62K 0.02% 103
2017
Q3 		$262K Buy
+1,982
New +$256K 0.02% 106

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Fidelity Investments
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCOV
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MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return