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Meridian Wealth Management’s Diageo DEO Stock Holding History

Meridian Wealth 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
2024
Q1 		– Sell
-1,760
Closed -$256K – 263
2023
Q4 		$256K Buy
+1,760
New +$260K 0.02% 529
2019
Q3 		– Sell
-190
Closed -$327 – 264
2019
Q2 		$327 Buy
+190
New +$31.9K 0.01% 446

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

Meridian Wealth Management's DEO Position: Q1 2024 in Review

Meridian Wealth Management sold out of Diageo (DEO) in Q1 2024, closing a stake of 1,760 shares — an estimated $256K sold.

Meridian Wealth Management first reported a position in DEO in Q2 2019 and held it in 2 quarters. The position peaked at $256K in Q4 2023. 1,016 funds tracked by Wall St. Rank hold DEO as of Q1 2024.

  • Meridian Wealth Management reported no remaining Diageo position as of Q1 2024 after selling out during the quarter.
  • Meridian Wealth Management sold 1,760 Diageo shares in Q1 2024, an estimated $256K.
  • Meridian Wealth Management first reported a position in Diageo in Q2 2019 and held it in 2 quarters.
  • Meridian Wealth Management's Diageo position peaked at $256K in Q4 2023.
  • 1,016 funds tracked by Wall St. Rank held Diageo as of Q1 2024.

Based on Meridian Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.