GIA
DEO icon

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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

Guyasuta Investment Advisors's DEO Position: Q2 2022 in Review

Guyasuta Investment Advisors sold out of Diageo (DEO) in Q2 2022, closing a stake of 984 shares — an estimated $200K sold.

Guyasuta Investment Advisors first reported a position in DEO in Q1 2015 and held it in 18 quarters. The position peaked at $729K in Q1 2015. 999 funds tracked by Wall St. Rank hold DEO as of Q2 2022.

  • Guyasuta Investment Advisors reported no remaining Diageo position as of Q2 2022 after selling out during the quarter.
  • Guyasuta Investment Advisors sold 984 Diageo shares in Q2 2022, an estimated $200K.
  • Guyasuta Investment Advisors first reported a position in Diageo in Q1 2015 and held it in 18 quarters.
  • Guyasuta Investment Advisors's Diageo position peaked at $729K in Q1 2015.
  • 999 funds tracked by Wall St. Rank held Diageo as of Q2 2022.

Based on Guyasuta Investment Advisors's 13F filing for Q2 2022, filed 21 Jul 2022.