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Karp Capital Management’s Diageo DEO Stock Holding History

Karp Capital 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
2015
Q4 		– Sell
-950
Closed -$102K – 140
2015
Q3 		$102K Buy
950
+600
+171% +$66.6K 0.07% 126
2015
Q2 		$41K Hold
350
– – 0.03% 186
2015
Q1 		$39K Buy
350
+150
+75% +$17.3K 0.03% 191
2014
Q4 		$23K Buy
+200
New +$23.2K 0.02% 225

Other funds holding DEO

Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Karp Capital Management's DEO Position: Q4 2015 in Review

Karp Capital Management sold out of Diageo (DEO) in Q4 2015, closing a stake of 950 shares — an estimated $102K sold.

Karp Capital Management first reported a position in DEO in Q4 2014 and held it in 4 quarters. The position peaked at $102K in Q3 2015. 647 funds tracked by Wall St. Rank hold DEO as of Q4 2015.

  • Karp Capital Management reported no remaining Diageo position as of Q4 2015 after selling out during the quarter.
  • Karp Capital Management sold 950 Diageo shares in Q4 2015, an estimated $102K.
  • Karp Capital Management first reported a position in Diageo in Q4 2014 and held it in 4 quarters.
  • Karp Capital Management's Diageo position peaked at $102K in Q3 2015.
  • 647 funds tracked by Wall St. Rank held Diageo as of Q4 2015.

Based on Karp Capital Management's 13F filing for Q4 2015, filed 9 Feb 2016.