Resource Management’s Diageo DEO Stock Holding History

Resource 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
2021 Q4	$243K	Hold	1,102	–	–	0.03%	168
2021 Q3	$213K	Hold	1,102	–	–	0.02%	169
2021 Q2	$211K	Buy	+1,102	New	+$205K	0.02%	176

Other funds holding DEO

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

LCOV

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

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

Resource Management's DEO Position: Q4 2021 in Review

Resource Management held its Diageo (DEO) position steady in Q4 2021 at 1,102 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #168.

Resource Management first reported a position in DEO in Q2 2021 and has held it in 3 quarters since. 1,053 funds tracked by Wall St. Rank hold DEO as of Q4 2021.

Resource Management held 1,102 shares of Diageo worth $243K as of Q4 2021.
Resource Management left its Diageo share count unchanged in Q4 2021.
Diageo made up 0.03% of Resource Management's portfolio in Q4 2021, its #168 holding.
Resource Management first reported a position in Diageo in Q2 2021 and has held it in 3 quarters since.
1,053 funds tracked by Wall St. Rank held Diageo as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.