LA
DEO icon

Legacy Advisors’s Diageo DEO Stock Holding History

Legacy Advisors’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
2019
Q3 		– Sell
-310
Closed -$53K – 168
2019
Q2 		$53K Hold
310
– – 0.04% 201
2019
Q1 		$51K Buy
+310
New +$47.3K 0.02% 212
2018
Q4 		– Sell
-14
Closed -$2K – 186
2018
Q3 		$2K Hold
14
– – ﹤0.01% 441
2018
Q2 		$2K Buy
14
+1
+8% +$143 ﹤0.01% 388
2018
Q1 		$2K Buy
+13
New +$1.81K ﹤0.01% 339
2017
Q4 		– Sell
-43
Closed -$5K – 368
2017
Q3 		$5K Buy
+43
New +$5.56K 0.01% 288

Other funds holding DEO

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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return