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Mirador Capital Partners’s Diageo DEO Stock Holding History

Mirador Capital Partners’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
2023
Q4 		– Sell
-1,591
Closed -$237K – 187
2023
Q3 		$237K Sell
1,591
-608
-28% -$102K 0.05% 164
2023
Q2 		$381K Buy
2,199
+62
+3% +$11.1K 0.09% 141
2023
Q1 		$387K Buy
2,137
+49
+2% +$8.65K 0.09% 132
2022
Q4 		$372K Sell
2,088
-157
-7% -$27.5K 0.09% 135
2022
Q3 		$381K Buy
2,245
+2
+0.1% +$358 0.09% 135
2022
Q2 		$391K Buy
2,243
+385
+21% +$73.2K 0.09% 137
2022
Q1 		$377K Buy
+1,858
New +$372K 0.08% 161
2020
Q4 		– Sell
-22,366
Closed -$3.08M – 170
2020
Q3 		$3.08M Buy
22,366
+1,075
+5% +$148K 0.96% 36
2020
Q2 		$2.86M Buy
21,291
+277
+1% +$38K 1.07% 30
2020
Q1 		$2.87M Buy
21,014
+2,567
+14% +$385K 1.2% 26
2019
Q4 		$3.11M Buy
18,447
+883
+5% +$143K 1.25% 22
2019
Q3 		$2.87M Buy
17,564
+24
+0.1% +$4.02K 1.28% 21
2019
Q2 		$3.02M Sell
17,540
-53
-0.3% -$8.91K 1.49% 19
2019
Q1 		$2.88M Sell
17,593
-287
-2% -$43.8K 1.56% 19
2018
Q4 		$2.54M Sell
17,880
-196
-1% -$27.6K 1.57% 20
2018
Q3 		$2.56M Buy
18,076
+162
+0.9% +$23.3K 1.25% 24
2018
Q2 		$2.58M Sell
17,914
-53
-0.3% -$7.59K 1.4% 24
2018
Q1 		$2.55M Buy
17,967
+205
+1% +$28.5K 1.78% 16
2017
Q4 		$2.59M Buy
17,762
+394
+2% +$54.3K 1.42% 22
2017
Q3 		$2.28M Buy
17,368
+726
+4% +$93.8K 1.33% 23
2017
Q2 		$2.2M Buy
16,642
+790
+5% +$94.1K 1.35% 21
2017
Q1 		$1.83M Buy
15,852
+421
+3% +$47.2K 1.33% 20
2016
Q4 		$1.6M Buy
15,431
+254
+2% +$26.7K 1.29% 26
2016
Q3 		$1.76M Sell
15,177
-227
-1% -$26K 1.55% 19
2016
Q2 		$1.77M Buy
15,404
+3,229
+27% +$349K 1.78% 16
2016
Q1 		$1.31M Buy
+12,175
New +$1.29M 1.46% 24

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mirador Capital Partners's DEO Position: Q4 2023 in Review

Mirador Capital Partners sold out of Diageo (DEO) in Q4 2023, closing a stake of 1,591 shares — an estimated $237K sold.

Mirador Capital Partners first reported a position in DEO in Q1 2016 and held it in 26 quarters. The position peaked at $3.11M in Q4 2019. 1,011 funds tracked by Wall St. Rank hold DEO as of Q4 2023.

  • Mirador Capital Partners reported no remaining Diageo position as of Q4 2023 after selling out during the quarter.
  • Mirador Capital Partners sold 1,591 Diageo shares in Q4 2023, an estimated $237K.
  • Mirador Capital Partners first reported a position in Diageo in Q1 2016 and held it in 26 quarters.
  • Mirador Capital Partners's Diageo position peaked at $3.11M in Q4 2019.
  • 1,011 funds tracked by Wall St. Rank held Diageo as of Q4 2023.

Based on Mirador Capital Partners's 13F filing for Q4 2023, filed 19 Jan 2024.