Jeereddi Investments’s Diageo DEO Stock Holding History

Jeereddi Investments’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
2022 Q4	$276K	Hold	1,551	–	–	0.73%	29
2022 Q3	$263K	Buy	+1,551	New	+$278K	0.6%	25
2022 Q1	–	Sell	-1,551	Closed	-$341K	–	54
2021 Q4	$341K	Hold	1,551	–	–	0.33%	40
2021 Q3	$299K	Hold	1,551	–	–	0.27%	49
2021 Q2	$297K	Hold	1,551	–	–	0.25%	48
2021 Q1	$255K	Hold	1,551	–	–	0.18%	46
2020 Q4	$246K	Hold	1,551	–	–	0.2%	45
2020 Q3	$214K	Hold	1,551	–	–	0.2%	45
2020 Q2	$208K	Buy	+1,551	New	+$213K	0.22%	39
2020 Q1	–	Sell	-1,551	Closed	-$261K	–	47
2019 Q4	$261K	Buy	+1,551	New	+$252K	0.23%	41

Other funds holding DEO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Jeereddi Investments's DEO Position: Q4 2022 in Review

Jeereddi Investments held its Diageo (DEO) position steady in Q4 2022 at 1,551 shares worth $276K. The position accounts for 0.73% of the portfolio, ranked #29.

Jeereddi Investments first reported a position in DEO in Q4 2019 and has held it in 10 quarters since. The position peaked at $341K in Q4 2021. 1,018 funds tracked by Wall St. Rank hold DEO as of Q4 2022.

Jeereddi Investments held 1,551 shares of Diageo worth $276K as of Q4 2022.
Jeereddi Investments left its Diageo share count unchanged in Q4 2022.
Diageo made up 0.73% of Jeereddi Investments's portfolio in Q4 2022, its #29 holding.
Jeereddi Investments first reported a position in Diageo in Q4 2019 and has held it in 10 quarters since.
Jeereddi Investments's Diageo position peaked at $341K in Q4 2021.
1,018 funds tracked by Wall St. Rank held Diageo as of Q4 2022.

Based on Jeereddi Investments's 13F filing for Q4 2022, filed 14 Feb 2023.