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Omnia Family Wealth’s Diageo DEO Stock Holding History

Omnia Family Wealth’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
Q2 		– Sell
-117
Closed -$19K – 207
2019
Q1 		$19K Buy
117
+12
+11% +$1.83K 0.01% 216
2018
Q4 		$15K Hold
105
– – 0.01% 220
2018
Q3 		$15K Hold
105
– – 0.01% 222
2018
Q2 		$15K Hold
105
– – 0.01% 227
2018
Q1 		$14K Hold
105
– – 0.01% 231
2017
Q4 		$15K Hold
105
– – 0.01% 255
2017
Q3 		$14K Hold
105
– – 0.01% 237
2017
Q2 		$13K Hold
105
– – 0.01% 251
2017
Q1 		$12K Hold
105
– – 0.01% 256
2016
Q4 		$11K Buy
+105
New +$11K 0.01% 275

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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