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MD Financial Management’s Diageo DEO Stock Holding History

MD Financial Management’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
2021
Q4 		$84K Hold
383
– – ﹤0.01% 276
2021
Q3 		$74K Hold
383
– – ﹤0.01% 267
2021
Q2 		$91K Hold
383
– – ﹤0.01% 264
2021
Q1 		$63K Hold
383
– – ﹤0.01% 190
2020
Q4 		$61K Buy
+383
New +$57.1K ﹤0.01% 63

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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

MD Financial Management's DEO Position: Q4 2021 in Review

MD Financial Management held its Diageo (DEO) position steady in Q4 2021 at 383 shares worth $84K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

MD Financial Management first reported a position in DEO in Q4 2020 and has held it in 5 quarters since. The position peaked at $91K in Q2 2021. 1,054 funds tracked by Wall St. Rank hold DEO as of Q4 2021.

  • MD Financial Management held 383 shares of Diageo worth $84K as of Q4 2021.
  • MD Financial Management left its Diageo share count unchanged in Q4 2021.
  • Diageo made up ﹤0.01% of MD Financial Management's portfolio in Q4 2021, its #276 holding.
  • MD Financial Management first reported a position in Diageo in Q4 2020 and has held it in 5 quarters since.
  • MD Financial Management's Diageo position peaked at $91K in Q2 2021.
  • 1,054 funds tracked by Wall St. Rank held Diageo as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.