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Monumental Financial Group’s Diageo DEO Stock Holding History

Monumental Financial Group’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
Q2 		– Sell
-6,109
Closed -$1.11M – 56
2023
Q1 		$1.11M Buy
6,109
+542
+10% +$95.7K 0.79% 38
2022
Q4 		$992K Buy
+5,567
New +$977K 0.8% 34

Other funds holding DEO

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Monumental Financial Group's DEO Position: Q2 2023 in Review

Monumental Financial Group sold out of Diageo (DEO) in Q2 2023, closing a stake of 6,109 shares — an estimated $1.11M sold.

Monumental Financial Group first reported a position in DEO in Q4 2022 and held it in 2 quarters. The position peaked at $1.11M in Q1 2023. 1,000 funds tracked by Wall St. Rank hold DEO as of Q2 2023.

  • Monumental Financial Group reported no remaining Diageo position as of Q2 2023 after selling out during the quarter.
  • Monumental Financial Group sold 6,109 Diageo shares in Q2 2023, an estimated $1.11M.
  • Monumental Financial Group first reported a position in Diageo in Q4 2022 and held it in 2 quarters.
  • Monumental Financial Group's Diageo position peaked at $1.11M in Q1 2023.
  • 1,000 funds tracked by Wall St. Rank held Diageo as of Q2 2023.

Based on Monumental Financial Group's 13F filing for Q2 2023, filed 11 Jul 2023.