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Jaffetilchin Investment Partners’s Diageo DEO Stock Holding History

Jaffetilchin Investment Partners’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
2024
Q4 		– Sell
-100
Closed -$14K – 579
2024
Q3 		$14K Buy
+100
New +$13K ﹤0.01% 837

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Jaffetilchin Investment Partners's DEO Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Diageo (DEO) in Q4 2024, closing a stake of 100 shares — an estimated $14K sold.

Jaffetilchin Investment Partners first reported a position in DEO in Q3 2024 and held it in 1 quarter. The position peaked at $14K in Q3 2024. 969 funds tracked by Wall St. Rank hold DEO as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Diageo position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 100 Diageo shares in Q4 2024, an estimated $14K.
  • Jaffetilchin Investment Partners first reported a position in Diageo in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Diageo position peaked at $14K in Q3 2024.
  • 969 funds tracked by Wall St. Rank held Diageo as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.