Geller Advisors’s Diageo DEO Stock Holding History

Geller Advisors’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 Q3	–	Sell	-2,672	Closed	-$337K	–	267
2024 Q2	$337K	Buy	2,672 +607	+29%	+$83.6K	0.03%	194
2024 Q1	$307K	Buy	+2,065	New	+$302K	0.02%	204

Other funds holding DEO

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

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LCOV

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

Geller Advisors's DEO Position: Q3 2024 in Review

Geller Advisors sold out of Diageo (DEO) in Q3 2024, closing a stake of 2,672 shares — an estimated $337K sold.

Geller Advisors first reported a position in DEO in Q1 2024 and held it in 2 quarters. The position peaked at $337K in Q2 2024. 964 funds tracked by Wall St. Rank hold DEO as of Q3 2024.

Geller Advisors reported no remaining Diageo position as of Q3 2024 after selling out during the quarter.
Geller Advisors sold 2,672 Diageo shares in Q3 2024, an estimated $337K.
Geller Advisors first reported a position in Diageo in Q1 2024 and held it in 2 quarters.
Geller Advisors's Diageo position peaked at $337K in Q2 2024.
964 funds tracked by Wall St. Rank held Diageo as of Q3 2024.

Based on Geller Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.