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Lugano Financial Advisors SA (LFA)’s Diageo DEO Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2025
Q1 		– Sell
-400
Closed -$50.9K – 197
2024
Q4 		$50.9K Sell
400
-300
-43% -$38.2K 0.03% 145
2024
Q3 		$98.2K Hold
700
– – 0.07% 116
2024
Q2 		$88.3K Hold
700
– – 0.07% 112
2024
Q1 		$104K Hold
700
– – 0.08% 102
2023
Q4 		$102K Sell
700
-41
-6% -$6.05K 0.08% 88
2023
Q3 		$111K Sell
741
-700
-49% -$117K 0.09% 83
2023
Q2 		$250K Buy
+1,441
New +$257K 0.17% 64

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s DEO Position: Q1 2025 in Review

Lugano Financial Advisors SA (LFA) sold out of Diageo (DEO) in Q1 2025, closing a stake of 400 shares — an estimated $50.9K sold.

Lugano Financial Advisors SA (LFA) first reported a position in DEO in Q2 2023 and held it in 7 quarters. The position peaked at $250K in Q2 2023. 890 funds tracked by Wall St. Rank hold DEO as of Q1 2025.

  • Lugano Financial Advisors SA (LFA) reported no remaining Diageo position as of Q1 2025 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 400 Diageo shares in Q1 2025, an estimated $50.9K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Diageo in Q2 2023 and held it in 7 quarters.
  • Lugano Financial Advisors SA (LFA)'s Diageo position peaked at $250K in Q2 2023.
  • 890 funds tracked by Wall St. Rank held Diageo as of Q1 2025.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2025, filed 28 Apr 2025.