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Steward Partners Investment Solutions’s Diageo DEO Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$438K Buy
+2,943
New +$431K 0.07% 169

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Steward Partners Investment Solutions's DEO Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in Diageo (DEO) in Q1 2024: 2,943 shares worth $438K. The stake represents 0.07% of the portfolio and ranks #169 among its holdings.

1,017 funds tracked by Wall St. Rank hold DEO as of Q1 2024.

  • Steward Partners Investment Solutions held 2,943 shares of Diageo worth $438K as of Q1 2024.
  • Diageo was a new Steward Partners Investment Solutions position in Q1 2024.
  • Diageo made up 0.07% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #169 holding.
  • 1,017 funds tracked by Wall St. Rank held Diageo as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.