Moon Capital Management (Tennessee)’s Diageo DEO Stock Holding History

Moon Capital Management (Tennessee)’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
2019 Q4	–	Sell	-1,396	Closed	-$226K	–	50
2019 Q3	$226K	Hold	1,396	–	–	2.69%	18
2019 Q2	$241K	Buy	+1,396	New	+$235K	0.26%	40
2018 Q3	–	Sell	-1,496	Closed	-$215K	–	50
2018 Q2	$215K	Hold	1,496	–	–	0.23%	45
2018 Q1	$203K	Hold	1,496	–	–	0.24%	41
2017 Q4	$218K	Buy	+1,496	New	+$206K	0.22%	45

Other funds holding DEO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Moon Capital Management (Tennessee)'s DEO Position: Q4 2019 in Review

Moon Capital Management (Tennessee) sold out of Diageo (DEO) in Q4 2019, closing a stake of 1,396 shares — an estimated $226K sold.

Moon Capital Management (Tennessee) first reported a position in DEO in Q4 2017 and held it in 5 quarters. The position peaked at $241K in Q2 2019. 910 funds tracked by Wall St. Rank hold DEO as of Q4 2019.

Moon Capital Management (Tennessee) reported no remaining Diageo position as of Q4 2019 after selling out during the quarter.
Moon Capital Management (Tennessee) sold 1,396 Diageo shares in Q4 2019, an estimated $226K.
Moon Capital Management (Tennessee) first reported a position in Diageo in Q4 2017 and held it in 5 quarters.
Moon Capital Management (Tennessee)'s Diageo position peaked at $241K in Q2 2019.
910 funds tracked by Wall St. Rank held Diageo as of Q4 2019.

Based on Moon Capital Management (Tennessee)'s 13F filing for Q4 2019, filed 9 Jan 2020.