Janiczek Wealth Management’s Diageo DEO Stock Holding History

Janiczek Wealth Management’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 Q2	$58.8K	Buy	466 +387	+490%	+$53.3K	0.01%	378
2024 Q1	$11.9K	Sell	79 -175	-69%	-$25.6K	﹤0.01%	650
2023 Q4	$37K	Sell	254 -18	-7%	-$2.66K	0.01%	443
2023 Q3	$41.2K	Hold	272	–	–	0.01%	389
2023 Q2	$47.2K	Hold	272	–	–	0.01%	328
2023 Q1	$50.9K	Hold	272	–	–	0.01%	313
2022 Q4	$49.1K	Sell	272 -39	-13%	-$6.84K	0.01%	323
2022 Q3	$52K	Sell	311 -17	-5%	-$3.05K	0.02%	297
2022 Q2	$63K	Buy	328 +264	+413%	+$50.2K	0.02%	272
2022 Q1	$13K	Buy	64 +7	+12%	+$1.4K	﹤0.01%	525
2021 Q4	$13K	Hold	57	–	–	﹤0.01%	553
2021 Q3	$11K	Buy	57 +6	+12%	+$1.16K	﹤0.01%	554
2021 Q2	$10K	Hold	51	–	–	﹤0.01%	548
2021 Q1	$8K	Buy	51 +14	+38%	+$2.29K	﹤0.01%	568
2020 Q4	$6K	Buy	+37	New	+$5.52K	﹤0.01%	552
2020 Q3	–	Sell	-15	Closed	-$2K	–	660
2020 Q2	$2K	Buy	+15	New	+$2.06K	﹤0.01%	278

Other funds holding DEO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janiczek Wealth Management's DEO Position: Q2 2024 in Review

Janiczek Wealth Management increased its Diageo (DEO) stake by 490% in Q2 2024, buying an estimated $53.3K and bringing the position to 466 shares worth $58.8K. The position accounts for 0.01% of the portfolio, ranked #378.

Janiczek Wealth Management first reported a position in DEO in Q2 2020 and has held it in 16 quarters since. The position peaked at $63K in Q2 2022. 951 funds tracked by Wall St. Rank hold DEO as of Q2 2024.

Janiczek Wealth Management held 466 shares of Diageo worth $58.8K as of Q2 2024.
Janiczek Wealth Management bought 387 Diageo shares in Q2 2024, an estimated $53.3K.
Diageo made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #378 holding.
Janiczek Wealth Management first reported a position in Diageo in Q2 2020 and has held it in 16 quarters since.
Janiczek Wealth Management's Diageo position peaked at $63K in Q2 2022.
951 funds tracked by Wall St. Rank held Diageo as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.