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LM Advisors’s Diageo DEO Stock Holding History

LM 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
2024
Q1 		– Sell
-14
Closed -$2.04K – 331
2023
Q4 		$2.04K Buy
+14
New +$2.07K ﹤0.01% 664

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LM Advisors's DEO Position: Q1 2024 in Review

LM Advisors sold out of Diageo (DEO) in Q1 2024, closing a stake of 14 shares — an estimated $2.04K sold.

LM Advisors first reported a position in DEO in Q4 2023 and held it in 1 quarter. The position peaked at $2.04K in Q4 2023. 1,016 funds tracked by Wall St. Rank hold DEO as of Q1 2024.

  • LM Advisors reported no remaining Diageo position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 14 Diageo shares in Q1 2024, an estimated $2.04K.
  • LM Advisors first reported a position in Diageo in Q4 2023 and held it in 1 quarter.
  • LM Advisors's Diageo position peaked at $2.04K in Q4 2023.
  • 1,016 funds tracked by Wall St. Rank held Diageo as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.