I2I
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Insight 2811 Inc’s Diageo DEO Stock Holding History

Insight 2811 Inc’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
2019
Q1 		– Sell
-4,159
Closed -$590K – 89
2018
Q4 		$590K Sell
4,159
-100
-2% -$14.1K 0.5% 37
2018
Q3 		$603K Hold
4,259
– – 0.41% 52
2018
Q2 		$613K Sell
4,259
-100
-2% -$14.3K 0.42% 42
2018
Q1 		$590K Sell
4,359
-400
-8% -$55.6K 0.42% 42
2017
Q4 		$695K Hold
4,759
– – 0.51% 40
2017
Q3 		$629K Sell
4,759
-800
-14% -$103K 0.47% 41
2017
Q2 		$666K Sell
5,559
-900
-14% -$107K 0.51% 42
2017
Q1 		$747K Buy
6,459
+559
+9% +$62.7K 0.57% 36
2016
Q4 		$613K Sell
5,900
-830
-12% -$87.3K 0.5% 36
2016
Q3 		$781K Sell
6,730
-1,625
-19% -$186K 0.49% 43
2016
Q2 		$943K Buy
8,355
+1,100
+15% +$119K 0.36% 48
2016
Q1 		$783K Sell
7,255
-100
-1% -$10.6K 0.31% 54
2015
Q4 		$802K Sell
7,355
-300
-4% -$33.8K 0.38% 44
2015
Q3 		$825K Sell
7,655
-400
-5% -$44.4K 0.48% 44
2015
Q2 		$935K Buy
8,055
+1,700
+27% +$193K 0.45% 41
2015
Q1 		$703K Buy
+6,355
New +$732K 0.33% 60
2014
Q2 		– Sell
-5,679
Closed -$708K – 114
2014
Q1 		$708K Buy
5,679
+620
+12% +$77.3K 0.3% 68
2013
Q4 		$670K Sell
5,059
-679
-12% -$86.7K 0.33% 61
2013
Q3 		$729K Sell
5,738
-519
-8% -$64.9K 0.36% 60
2013
Q2 		$719K Buy
+6,257
New +$757K 0.4% 57

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Insight 2811 Inc's DEO Position: Q1 2019 in Review

Insight 2811 Inc sold out of Diageo (DEO) in Q1 2019, closing a stake of 4,159 shares — an estimated $590K sold.

Insight 2811 Inc first reported a position in DEO in Q2 2013 and held it in 20 quarters. The position peaked at $943K in Q2 2016. 877 funds tracked by Wall St. Rank hold DEO as of Q1 2019.

  • Insight 2811 Inc reported no remaining Diageo position as of Q1 2019 after selling out during the quarter.
  • Insight 2811 Inc sold 4,159 Diageo shares in Q1 2019, an estimated $590K.
  • Insight 2811 Inc first reported a position in Diageo in Q2 2013 and held it in 20 quarters.
  • Insight 2811 Inc's Diageo position peaked at $943K in Q2 2016.
  • 877 funds tracked by Wall St. Rank held Diageo as of Q1 2019.

Based on Insight 2811 Inc's 13F filing for Q1 2019, filed 13 May 2019.