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Galibier Capital Management’s Diageo DEO Stock Holding History

Galibier 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
2024
Q4 		– Sell
-11,613
Closed -$1.63M – 39
2024
Q3 		$1.63M Hold
11,613
– – 0.37% 24
2024
Q2 		$1.46M Hold
11,613
– – 0.36% 25
2024
Q1 		$1.73M Sell
11,613
-900
-7% -$132K 0.41% 21
2023
Q4 		$1.82M Buy
12,513
+5,813
+87% +$858K 0.47% 19
2023
Q3 		$1,000K Hold
6,700
– – 0.22% 26
2023
Q2 		$1.16M Hold
6,700
– – 0.27% 25
2023
Q1 		$1.21M Buy
6,700
+5,800
+644% +$1.02M 0.29% 24
2022
Q4 		$160K Buy
+900
New +$158K 0.03% 40

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Galibier Capital Management's DEO Position: Q4 2024 in Review

Galibier Capital Management sold out of Diageo (DEO) in Q4 2024, closing a stake of 11,613 shares — an estimated $1.63M sold.

Galibier Capital Management first reported a position in DEO in Q4 2022 and held it in 8 quarters. The position peaked at $1.82M in Q4 2023. 970 funds tracked by Wall St. Rank hold DEO as of Q4 2024.

  • Galibier Capital Management reported no remaining Diageo position as of Q4 2024 after selling out during the quarter.
  • Galibier Capital Management sold 11,613 Diageo shares in Q4 2024, an estimated $1.63M.
  • Galibier Capital Management first reported a position in Diageo in Q4 2022 and held it in 8 quarters.
  • Galibier Capital Management's Diageo position peaked at $1.82M in Q4 2023.
  • 970 funds tracked by Wall St. Rank held Diageo as of Q4 2024.

Based on Galibier Capital Management's 13F filing for Q4 2024, filed 15 Jan 2025.