GIA
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Guyasuta Investment Advisors’s Diageo DEO Stock Holding History

Guyasuta Investment 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
2022
Q2 		– Sell
-984
Closed -$200K – 257
2022
Q1 		$200K Hold
984
– – 0.01% 273
2021
Q4 		$217K Buy
+984
New +$202K 0.01% 264
2020
Q1 		– Sell
-2,300
Closed -$387K – 189
2019
Q4 		$387K Hold
2,300
– – 0.04% 163
2019
Q3 		$376K Hold
2,300
– – 0.04% 157
2019
Q2 		$396K Sell
2,300
-50
-2% -$8.4K 0.04% 156
2019
Q1 		$384K Sell
2,350
-165
-7% -$25.2K 0.04% 153
2018
Q4 		$357K Hold
2,515
– – 0.04% 157
2018
Q3 		$356K Sell
2,515
-600
-19% -$86.1K 0.04% 170
2018
Q2 		$449K Sell
3,115
-500
-14% -$71.6K 0.05% 156
2018
Q1 		$490K Hold
3,615
– – 0.06% 148
2017
Q4 		$528K Sell
3,615
-195
-5% -$26.9K 0.06% 142
2017
Q3 		$503K Sell
3,810
-535
-12% -$69.1K 0.06% 136
2017
Q2 		$521K Hold
4,345
– – 0.06% 131
2017
Q1 		$502K Hold
4,345
– – 0.06% 139
2016
Q4 		$452K Buy
4,345
+895
+26% +$94.2K 0.06% 140
2016
Q3 		$400K Buy
3,450
+1,035
+43% +$118K 0.05% 150
2016
Q2 		$272K Buy
+2,415
New +$261K 0.04% 184
2015
Q2 		– Sell
-6,600
Closed -$729K – 219
2015
Q1 		$729K Buy
+6,600
New +$760K 0.1% 124

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return