Lion Street Advisors’s Diageo DEO Stock Holding History

Lion Street 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
2020 Q2	–	Sell	-71	Closed	-$9K	–	121
2020 Q1	$9K	Buy	+71	New	+$10.7K	0.05%	170

Other funds holding DEO

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

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

Lion Street Advisors's DEO Position: Q2 2020 in Review

Lion Street Advisors sold out of Diageo (DEO) in Q2 2020, closing a stake of 71 shares — an estimated $9K sold.

Lion Street Advisors first reported a position in DEO in Q1 2020 and held it in 1 quarter. The position peaked at $9K in Q1 2020. 845 funds tracked by Wall St. Rank hold DEO as of Q2 2020.

Lion Street Advisors reported no remaining Diageo position as of Q2 2020 after selling out during the quarter.
Lion Street Advisors sold 71 Diageo shares in Q2 2020, an estimated $9K.
Lion Street Advisors first reported a position in Diageo in Q1 2020 and held it in 1 quarter.
Lion Street Advisors's Diageo position peaked at $9K in Q1 2020.
845 funds tracked by Wall St. Rank held Diageo as of Q2 2020.

Based on Lion Street Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.