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Gryphon Financial Partners’s Diageo DEO Stock Holding History

Gryphon Financial Partners’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
2018
Q3 		– Sell
-251
Closed -$36K – 319
2018
Q2 		$36K Hold
251
– – 0.02% 280
2018
Q1 		$34K Hold
251
– – 0.02% 284
2017
Q4 		$36K Buy
+251
New +$34.6K 0.02% 305

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gryphon Financial Partners's DEO Position: Q3 2018 in Review

Gryphon Financial Partners sold out of Diageo (DEO) in Q3 2018, closing a stake of 251 shares — an estimated $36K sold.

Gryphon Financial Partners first reported a position in DEO in Q4 2017 and held it in 3 quarters. The position peaked at $36K in Q2 2018. 801 funds tracked by Wall St. Rank hold DEO as of Q3 2018.

  • Gryphon Financial Partners reported no remaining Diageo position as of Q3 2018 after selling out during the quarter.
  • Gryphon Financial Partners sold 251 Diageo shares in Q3 2018, an estimated $36K.
  • Gryphon Financial Partners first reported a position in Diageo in Q4 2017 and held it in 3 quarters.
  • Gryphon Financial Partners's Diageo position peaked at $36K in Q2 2018.
  • 801 funds tracked by Wall St. Rank held Diageo as of Q3 2018.

Based on Gryphon Financial Partners's 13F filing for Q3 2018, filed 6 Nov 2018.