MAM
DEO icon

Meeder Asset Management’s Diageo DEO Stock Holding History

Meeder Asset 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
2022
Q4 		– Sell
-73
Closed -$12K – 1085
2022
Q3 		$12K Hold
73
– – ﹤0.01% 1260
2022
Q2 		$13K Sell
73
-42
-37% -$7.99K ﹤0.01% 1280
2022
Q1 		$23K Buy
115
+39
+51% +$7.81K ﹤0.01% 1217
2021
Q4 		$17K Buy
76
+1
+1% +$205 ﹤0.01% 675
2021
Q3 		$14K Hold
75
– – ﹤0.01% 1550
2021
Q2 		$14K Buy
75
+58
+341% +$10.8K ﹤0.01% 1575
2021
Q1 		$3K Buy
+17
New +$2.78K ﹤0.01% 1970
2020
Q4 		– Hold
0
– – – 1962
2020
Q3 		– Hold
0
– – – 2211
2020
Q2 		– Sell
-27
Closed -$3K – 2143
2020
Q1 		$3K Hold
27
– – ﹤0.01% 1941
2019
Q4 		$5K Hold
27
– – ﹤0.01% 1780
2019
Q3 		$4K Buy
+27
New +$4.52K ﹤0.01% 1818

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return