JPLA
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Joseph P. Lucia & Associates’s Diageo DEO Stock Holding History

Joseph P. Lucia & Associates’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
2021
Q4 		– Sell
-13
Closed -$3K – 222
2021
Q3 		$3K Hold
13
– – ﹤0.01% 481
2021
Q2 		$2K Hold
13
– – ﹤0.01% 506
2021
Q1 		$2K Buy
+13
New +$2.13K ﹤0.01% 486

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Joseph P. Lucia & Associates's DEO Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of Diageo (DEO) in Q4 2021, closing a stake of 13 shares — an estimated $3K sold.

Joseph P. Lucia & Associates first reported a position in DEO in Q1 2021 and held it in 3 quarters. The position peaked at $3K in Q3 2021. 1,053 funds tracked by Wall St. Rank hold DEO as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining Diageo position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 13 Diageo shares in Q4 2021, an estimated $3K.
  • Joseph P. Lucia & Associates first reported a position in Diageo in Q1 2021 and held it in 3 quarters.
  • Joseph P. Lucia & Associates's Diageo position peaked at $3K in Q3 2021.
  • 1,053 funds tracked by Wall St. Rank held Diageo as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.