Sage Private Wealth Group’s Diageo DEO Stock Holding History

Sage Private Wealth 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
2022 Q4	–	Sell	-1,047	Closed	-$178K	–	77
2022 Q3	$178K	Sell	1,047 -1	-0.1%	-$179	0.24%	48
2022 Q2	$182K	Sell	1,048 -74	-7%	-$14.1K	0.26%	46
2022 Q1	$228K	Buy	1,122 +9	+0.8%	+$1.8K	0.22%	46
2021 Q4	$245K	Sell	1,113 -10	-0.9%	-$2.05K	0.3%	40
2021 Q3	$217K	Sell	1,123 -29	-3%	-$5.62K	0.3%	37
2021 Q2	$221K	Buy	1,152 +6	+0.5%	+$1.12K	0.3%	37
2021 Q1	$188K	Sell	1,146 -19	-2%	-$3.11K	0.32%	46
2020 Q4	$185K	Buy	+1,165	New	+$174K	0.52%	39

Other funds holding DEO

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

LCOV

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

BBHC

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

Sage Private Wealth Group's DEO Position: Q4 2022 in Review

Sage Private Wealth Group sold out of Diageo (DEO) in Q4 2022, closing a stake of 1,047 shares — an estimated $178K sold.

Sage Private Wealth Group first reported a position in DEO in Q4 2020 and held it in 8 quarters. The position peaked at $245K in Q4 2021. 1,017 funds tracked by Wall St. Rank hold DEO as of Q4 2022.

Sage Private Wealth Group reported no remaining Diageo position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 1,047 Diageo shares in Q4 2022, an estimated $178K.
Sage Private Wealth Group first reported a position in Diageo in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's Diageo position peaked at $245K in Q4 2021.
1,017 funds tracked by Wall St. Rank held Diageo as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.