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Oder Investment Management’s Diageo DEO Stock Holding History

Oder Investment 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
2023
Q1 		– Sell
-895
Closed -$159K – 87
2022
Q4 		$159K Buy
+895
New +$157K 0.2% 84
2022
Q2 		– Sell
-1,057
Closed -$215K – 79
2022
Q1 		$215K Sell
1,057
-302
-22% -$60.5K 0.24% 84
2021
Q4 		$299K Sell
1,359
-82
-6% -$16.8K 0.42% 64
2021
Q3 		$278K Sell
1,441
-61
-4% -$11.8K 0.41% 67
2021
Q2 		$288K Sell
1,502
-44
-3% -$8.18K 0.38% 69
2021
Q1 		$254K Hold
1,546
– – 0.35% 71
2020
Q4 		$244K Buy
+1,546
New +$231K 0.24% 80

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Oder Investment Management's DEO Position: Q1 2023 in Review

Oder Investment Management sold out of Diageo (DEO) in Q1 2023, closing a stake of 895 shares — an estimated $159K sold.

Oder Investment Management first reported a position in DEO in Q4 2020 and held it in 7 quarters. The position peaked at $299K in Q4 2021. 1,014 funds tracked by Wall St. Rank hold DEO as of Q1 2023.

  • Oder Investment Management reported no remaining Diageo position as of Q1 2023 after selling out during the quarter.
  • Oder Investment Management sold 895 Diageo shares in Q1 2023, an estimated $159K.
  • Oder Investment Management first reported a position in Diageo in Q4 2020 and held it in 7 quarters.
  • Oder Investment Management's Diageo position peaked at $299K in Q4 2021.
  • 1,014 funds tracked by Wall St. Rank held Diageo as of Q1 2023.

Based on Oder Investment Management's 13F filing for Q1 2023, filed 11 May 2023.