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Schechter Investment Advisors’s Diageo DEO Stock Holding History

Schechter Investment Advisors’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
2024
Q4 		– Sell
-1,855
Closed -$260K – 673
2024
Q3 		$260K Buy
1,855
+244
+15% +$31.7K 0.02% 524
2024
Q2 		$203K Sell
1,611
-819
-34% -$113K 0.02% 562
2024
Q1 		$361K Buy
2,430
+678
+39% +$99.2K 0.03% 454
2023
Q4 		$255K Sell
1,752
-386
-18% -$57K 0.02% 500
2023
Q3 		$319K Buy
2,138
+143
+7% +$23.9K 0.03% 431
2023
Q2 		$346K Sell
1,995
-123
-6% -$22K 0.03% 459
2023
Q1 		$384K Sell
2,118
-457
-18% -$80.7K 0.04% 468
2022
Q4 		$459K Buy
2,575
+288
+13% +$50.5K 0.04% 524
2022
Q3 		$388K Buy
2,287
+282
+14% +$50.5K 0.04% 594
2022
Q2 		$349K Sell
2,005
-1,432
-42% -$272K 0.03% 648
2022
Q1 		$698K Sell
3,437
-194
-5% -$38.9K 0.06% 425
2021
Q4 		$800K Buy
+3,631
New +$745K 0.07% 376

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Schechter Investment Advisors's DEO Position: Q4 2024 in Review

Schechter Investment Advisors sold out of Diageo (DEO) in Q4 2024, closing a stake of 1,855 shares — an estimated $260K sold.

Schechter Investment Advisors first reported a position in DEO in Q4 2021 and held it in 12 quarters. The position peaked at $800K in Q4 2021. 968 funds tracked by Wall St. Rank hold DEO as of Q4 2024.

  • Schechter Investment Advisors reported no remaining Diageo position as of Q4 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 1,855 Diageo shares in Q4 2024, an estimated $260K.
  • Schechter Investment Advisors first reported a position in Diageo in Q4 2021 and held it in 12 quarters.
  • Schechter Investment Advisors's Diageo position peaked at $800K in Q4 2021.
  • 968 funds tracked by Wall St. Rank held Diageo as of Q4 2024.

Based on Schechter Investment Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.