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MPS Loria Financial Planners’s Diageo DEO Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-600
Closed -$98K – 222
2021
Q1 		$98K Hold
600
– – 0.05% 115
2020
Q4 		$96K Hold
600
– – 0.04% 117
2020
Q3 		$83K Hold
600
– – 0.04% 114
2020
Q2 		$81K Buy
+600
New +$82.3K 0.04% 115
2017
Q3 		– Sell
-700
Closed -$92K – 148
2017
Q2 		$92K Buy
+700
New +$83.4K 0.06% 117

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
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
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

MPS Loria Financial Planners's DEO Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Diageo (DEO) in Q2 2021, closing a stake of 600 shares — an estimated $98K sold.

MPS Loria Financial Planners first reported a position in DEO in Q2 2017 and held it in 5 quarters. The position peaked at $98K in Q1 2021. 955 funds tracked by Wall St. Rank hold DEO as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Diageo position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 600 Diageo shares in Q2 2021, an estimated $98K.
  • MPS Loria Financial Planners first reported a position in Diageo in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Diageo position peaked at $98K in Q1 2021.
  • 955 funds tracked by Wall St. Rank held Diageo as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.