Lehman Financial Resources’s Diageo DEO Stock Holding History

Lehman Financial Resources’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	-200	Closed	-$21K	–	129
2015 Q3	$21K	Buy	+200	New	+$22.2K	0.01%	240

Other funds holding DEO

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Lehman Financial Resources's DEO Position: Q4 2015 in Review

Lehman Financial Resources sold out of Diageo (DEO) in Q4 2015, closing a stake of 200 shares — an estimated $21K sold.

Lehman Financial Resources first reported a position in DEO in Q3 2015 and held it in 1 quarter. The position peaked at $21K in Q3 2015. 647 funds tracked by Wall St. Rank hold DEO as of Q4 2015.

Lehman Financial Resources reported no remaining Diageo position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 200 Diageo shares in Q4 2015, an estimated $21K.
Lehman Financial Resources first reported a position in Diageo in Q3 2015 and held it in 1 quarter.
Lehman Financial Resources's Diageo position peaked at $21K in Q3 2015.
647 funds tracked by Wall St. Rank held Diageo as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.