LGT Financial Advisors’s Diageo DEO Stock Holding History

LGT Financial 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
2023 Q4	–	Sell	-11	Closed	-$1.64K	–	874
2023 Q3	$1.64K	Buy	+11	New	+$1.84K	﹤0.01%	853

Other funds holding DEO

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

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

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

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

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

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

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

LCOV

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LGT Financial Advisors's DEO Position: Q4 2023 in Review

LGT Financial Advisors sold out of Diageo (DEO) in Q4 2023, closing a stake of 11 shares — an estimated $1.64K sold.

LGT Financial Advisors first reported a position in DEO in Q3 2023 and held it in 1 quarter. The position peaked at $1.64K in Q3 2023. 1,010 funds tracked by Wall St. Rank hold DEO as of Q4 2023.

LGT Financial Advisors reported no remaining Diageo position as of Q4 2023 after selling out during the quarter.
LGT Financial Advisors sold 11 Diageo shares in Q4 2023, an estimated $1.64K.
LGT Financial Advisors first reported a position in Diageo in Q3 2023 and held it in 1 quarter.
LGT Financial Advisors's Diageo position peaked at $1.64K in Q3 2023.
1,010 funds tracked by Wall St. Rank held Diageo as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.