Sowa Financial Group’s Diageo DEO Stock Holding History

Sowa 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
2020 Q3	–	Sell	-80	Closed	-$11K	–	257
2020 Q2	$11K	Hold	80	–	–	0.01%	217
2020 Q1	$10K	Sell	80 -9	-10%	-$1.35K	0.01%	207
2019 Q4	$15K	Buy	+89	New	+$14.5K	0.01%	195

Other funds holding DEO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Sowa Financial Group's DEO Position: Q3 2020 in Review

Sowa Financial Group sold out of Diageo (DEO) in Q3 2020, closing a stake of 80 shares — an estimated $11K sold.

Sowa Financial Group first reported a position in DEO in Q4 2019 and held it in 3 quarters. The position peaked at $15K in Q4 2019. 835 funds tracked by Wall St. Rank hold DEO as of Q3 2020.

Sowa Financial Group reported no remaining Diageo position as of Q3 2020 after selling out during the quarter.
Sowa Financial Group sold 80 Diageo shares in Q3 2020, an estimated $11K.
Sowa Financial Group first reported a position in Diageo in Q4 2019 and held it in 3 quarters.
Sowa Financial Group's Diageo position peaked at $15K in Q4 2019.
835 funds tracked by Wall St. Rank held Diageo as of Q3 2020.

Based on Sowa Financial Group's 13F filing for Q3 2020, filed 6 Oct 2020.