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Patriot Investment Management Group’s Diageo DEO Stock Holding History

Patriot Investment Management 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
2020
Q3 		– Sell
-216
Closed -$29.1K – 291
2020
Q2 		$29.1K Buy
+216
New +$29.6K ﹤0.01% 378

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Patriot Investment Management Group's DEO Position: Q3 2020 in Review

Patriot Investment Management Group sold out of Diageo (DEO) in Q3 2020, closing a stake of 216 shares — an estimated $29.1K sold.

Patriot Investment Management Group first reported a position in DEO in Q2 2020 and held it in 1 quarter. The position peaked at $29.1K in Q2 2020. 835 funds tracked by Wall St. Rank hold DEO as of Q3 2020.

  • Patriot Investment Management Group reported no remaining Diageo position as of Q3 2020 after selling out during the quarter.
  • Patriot Investment Management Group sold 216 Diageo shares in Q3 2020, an estimated $29.1K.
  • Patriot Investment Management Group first reported a position in Diageo in Q2 2020 and held it in 1 quarter.
  • Patriot Investment Management Group's Diageo position peaked at $29.1K in Q2 2020.
  • 835 funds tracked by Wall St. Rank held Diageo as of Q3 2020.

Based on Patriot Investment Management Group's 13F filing for Q3 2020, filed 23 Oct 2020.