Freedman Financial Associates’s Diageo DEO Stock Holding History

Freedman Financial Associates’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 Q2	–	Sell	-124	Closed	-$26K	–	91
2022 Q1	$26K	Hold	124	–	–	0.02%	272
2021 Q4	$27K	Hold	124	–	–	0.02%	265
2021 Q3	$24K	Hold	124	–	–	0.02%	268
2021 Q2	$24K	Hold	124	–	–	0.02%	268
2021 Q1	$20K	Hold	124	–	–	0.02%	287
2020 Q4	$20K	Buy	+124	New	+$18.5K	0.02%	289

Other funds holding DEO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Freedman Financial Associates's DEO Position: Q2 2022 in Review

Freedman Financial Associates sold out of Diageo (DEO) in Q2 2022, closing a stake of 124 shares — an estimated $26K sold.

Freedman Financial Associates first reported a position in DEO in Q4 2020 and held it in 6 quarters. The position peaked at $27K in Q4 2021. 999 funds tracked by Wall St. Rank hold DEO as of Q2 2022.

Freedman Financial Associates reported no remaining Diageo position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 124 Diageo shares in Q2 2022, an estimated $26K.
Freedman Financial Associates first reported a position in Diageo in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's Diageo position peaked at $27K in Q4 2021.
999 funds tracked by Wall St. Rank held Diageo as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.