Paul John Balson’s Diageo DEO Stock Holding History

Paul John Balson’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 Q4	$235K	Buy	+1,482	New	+$221K	0.05%	81

Other funds holding DEO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Paul John Balson's DEO Position: Q4 2020 in Review

Paul John Balson opened a new position in Diageo (DEO) in Q4 2020: 1,482 shares worth $235K. The stake represents 0.05% of the portfolio and ranks #81 among its holdings.

923 funds tracked by Wall St. Rank hold DEO as of Q4 2020.

Paul John Balson held 1,482 shares of Diageo worth $235K as of Q4 2020.
Diageo was a new Paul John Balson position in Q4 2020.
Diageo made up 0.05% of Paul John Balson's portfolio in Q4 2020, its #81 holding.
923 funds tracked by Wall St. Rank held Diageo as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.