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Householder Group Estate & Retirement Specialist’s Diageo DEO Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023
Q4 		– Sell
-10
Closed -$1.49K – 1177
2023
Q3 		$1.49K Buy
+10
New +$1.67K ﹤0.01% 1108
2023
Q1 		$2K Hold
10
– – ﹤0.01% 1070
2022
Q4 		$1K Buy
+10
New +$1.75K ﹤0.01% 331

Other funds holding DEO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's DEO Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Diageo (DEO) in Q4 2023, closing a stake of 10 shares — an estimated $1.49K sold.

Householder Group Estate & Retirement Specialist first reported a position in DEO in Q4 2022 and held it in 3 quarters. The position peaked at $2K in Q1 2023. 1,011 funds tracked by Wall St. Rank hold DEO as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining Diageo position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 10 Diageo shares in Q4 2023, an estimated $1.49K.
  • Householder Group Estate & Retirement Specialist first reported a position in Diageo in Q4 2022 and held it in 3 quarters.
  • Householder Group Estate & Retirement Specialist's Diageo position peaked at $2K in Q1 2023.
  • 1,011 funds tracked by Wall St. Rank held Diageo as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.