SFG
DEO icon

SevenBridge Financial Group’s Diageo DEO Stock Holding History

SevenBridge Financial 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
2019
Q3 		– Sell
-35
Closed -$6K – 237
2019
Q2 		$6K Hold
35
– – ﹤0.01% 500
2019
Q1 		$6K Hold
35
– – ﹤0.01% 460
2018
Q4 		$5K Hold
35
– – ﹤0.01% 441
2018
Q3 		$5K Hold
35
– – ﹤0.01% 482
2018
Q2 		$5K Hold
35
– – ﹤0.01% 487
2018
Q1 		$5K Sell
35
-5
-13% -$695 ﹤0.01% 496
2017
Q4 		$6K Hold
40
– – ﹤0.01% 485
2017
Q3 		$5K Hold
40
– – ﹤0.01% 502
2017
Q2 		$5K Hold
40
– – ﹤0.01% 517
2017
Q1 		$5K Hold
40
– – ﹤0.01% 499
2016
Q4 		$4K Hold
40
– – ﹤0.01% 536
2016
Q3 		$4K Sell
40
-9
-18% -$1.03K ﹤0.01% 525
2016
Q2 		$6K Buy
+49
New +$5.3K ﹤0.01% 564

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return