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Harel Insurance Investments & Financial Services’s Diageo DEO Stock Holding History

Harel Insurance Investments & Financial Services’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
2021
Q1 		– Sell
-53
Closed -$9K – 762
2020
Q4 		$9K Buy
+53
New +$7.9K ﹤0.01% 692
2020
Q2 		– Sell
-53
Closed -$7K – 523
2020
Q1 		$7K Hold
53
– – ﹤0.01% 402
2019
Q4 		$9K Hold
53
– – ﹤0.01% 437
2019
Q3 		$9K Hold
53
– – ﹤0.01% 452
2019
Q2 		$9K Buy
+53
New +$8.91K ﹤0.01% 433

Other funds holding DEO

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $13.1B AUM 15.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harel Insurance Investments & Financial Services's DEO Position: Q1 2021 in Review

Harel Insurance Investments & Financial Services sold out of Diageo (DEO) in Q1 2021, closing a stake of 53 shares — an estimated $9K sold.

Harel Insurance Investments & Financial Services first reported a position in DEO in Q2 2019 and held it in 5 quarters. The position peaked at $9K in Q4 2020. 931 funds tracked by Wall St. Rank hold DEO as of Q1 2021.

  • Harel Insurance Investments & Financial Services reported no remaining Diageo position as of Q1 2021 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 53 Diageo shares in Q1 2021, an estimated $9K.
  • Harel Insurance Investments & Financial Services first reported a position in Diageo in Q2 2019 and held it in 5 quarters.
  • Harel Insurance Investments & Financial Services's Diageo position peaked at $9K in Q4 2020.
  • 931 funds tracked by Wall St. Rank held Diageo as of Q1 2021.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2021, filed 27 Apr 2021.