Peak Financial Management’s Diageo DEO Stock Holding History

Peak Financial 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
2020 Q1	–	Sell	-3,397	Closed	-$572K	–	53
2019 Q4	$572K	Hold	3,397	–	–	0.24%	38
2019 Q3	$555K	Hold	3,397	–	–	0.25%	37
2019 Q2	$585K	Hold	3,397	–	–	0.26%	34
2019 Q1	$556K	Hold	3,397	–	–	0.26%	35
2018 Q4	$482K	Buy	3,397 +2	+0.1%	+$281	0.24%	37
2018 Q3	$481K	Hold	3,395	–	–	0.22%	34
2018 Q2	$489K	Buy	+3,395	New	+$486K	0.23%	34

Other funds holding DEO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Peak Financial Management's DEO Position: Q1 2020 in Review

Peak Financial Management sold out of Diageo (DEO) in Q1 2020, closing a stake of 3,397 shares — an estimated $572K sold.

Peak Financial Management first reported a position in DEO in Q2 2018 and held it in 7 quarters. The position peaked at $585K in Q2 2019. 824 funds tracked by Wall St. Rank hold DEO as of Q1 2020.

Peak Financial Management reported no remaining Diageo position as of Q1 2020 after selling out during the quarter.
Peak Financial Management sold 3,397 Diageo shares in Q1 2020, an estimated $572K.
Peak Financial Management first reported a position in Diageo in Q2 2018 and held it in 7 quarters.
Peak Financial Management's Diageo position peaked at $585K in Q2 2019.
824 funds tracked by Wall St. Rank held Diageo as of Q1 2020.

Based on Peak Financial Management's 13F filing for Q1 2020, filed 29 Apr 2020.