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SpiderRock Advisors’s Diageo DEO Stock Holding History

SpiderRock 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
2017
Q3 		– Hold
0
– -$51K – 756
2017
Q2 		– Hold
0
– – – 269
2017
Q1 		– Hold
0
– – – 256

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

SpiderRock Advisors's DEO Position: Q3 2024 in Review

SpiderRock Advisors opened a new position in Diageo (DEO) in Q3 2024: 1,678 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #778 among its holdings.

965 funds tracked by Wall St. Rank hold DEO as of Q3 2024.

  • SpiderRock Advisors held 1,678 shares of Diageo worth $236K as of Q3 2024.
  • Diageo was a new SpiderRock Advisors position in Q3 2024.
  • Diageo made up ﹤0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #778 holding.
  • 965 funds tracked by Wall St. Rank held Diageo as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.