SkyView Investment Advisors’s Diageo DEO Stock Holding History

SkyView 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
2022 Q3	–	Sell	-1,695	Closed	-$295K	–	544
2022 Q2	$295K	Sell	1,695 -2,478	-59%	-$471K	0.08%	329
2022 Q1	$822K	Sell	4,173 -15,239	-79%	-$3.05M	0.19%	158
2021 Q4	$925K	Buy	19,412 +15,012	+341%	+$3.08M	0.21%	129
2021 Q3	$849K	Buy	4,400 +2,324	+112%	+$450K	0.24%	114
2021 Q2	$341K	Hold	2,076	–	–	0.16%	135
2021 Q1	$341K	Buy	2,076 +78	+4%	+$12.8K	0.15%	143
2020 Q4	$318K	Buy	+1,998	New	+$298K	0.15%	143

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

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

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

BBHC

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

SkyView Investment Advisors's DEO Position: Q3 2022 in Review

SkyView Investment Advisors sold out of Diageo (DEO) in Q3 2022, closing a stake of 1,695 shares — an estimated $295K sold.

SkyView Investment Advisors first reported a position in DEO in Q4 2020 and held it in 7 quarters. The position peaked at $925K in Q4 2021. 967 funds tracked by Wall St. Rank hold DEO as of Q3 2022.

SkyView Investment Advisors reported no remaining Diageo position as of Q3 2022 after selling out during the quarter.
SkyView Investment Advisors sold 1,695 Diageo shares in Q3 2022, an estimated $295K.
SkyView Investment Advisors first reported a position in Diageo in Q4 2020 and held it in 7 quarters.
SkyView Investment Advisors's Diageo position peaked at $925K in Q4 2021.
967 funds tracked by Wall St. Rank held Diageo as of Q3 2022.

Based on SkyView Investment Advisors's 13F filing for Q3 2022, filed 17 Nov 2022.