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Sugarloaf Wealth Management’s Diageo DEO Stock Holding History

Sugarloaf Wealth Management’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
Q4 		$4.45K Hold
35
– – ﹤0.01% 580
2024
Q3 		$4.91K Hold
35
– – ﹤0.01% 569
2024
Q2 		$4.41K Hold
35
– – ﹤0.01% 539
2024
Q1 		$5.21K Hold
35
– – ﹤0.01% 538
2023
Q4 		$5.1K Sell
35
-34
-49% -$5.02K ﹤0.01% 545
2023
Q3 		$10.2K Hold
69
– – ﹤0.01% 462
2023
Q2 		$11.9K Buy
69
+1
+1% +$179 ﹤0.01% 454
2023
Q1 		$12.4K Sell
68
-2
-3% -$353 ﹤0.01% 448
2022
Q4 		$12.5K Buy
70
+2
+3% +$351 ﹤0.01% 469
2022
Q3 		$12K Buy
68
+33
+94% +$5.91K ﹤0.01% 493
2022
Q2 		$6K Hold
35
– – ﹤0.01% 581
2022
Q1 		$7K Hold
35
– – ﹤0.01% 521
2021
Q4 		$8K Hold
35
– – ﹤0.01% 532
2021
Q3 		$7K Hold
35
– – ﹤0.01% 555
2021
Q2 		$7K Hold
35
– – ﹤0.01% 553
2021
Q1 		$6 Hold
35
– – ﹤0.01% 565
2020
Q4 		$6K Hold
35
– – ﹤0.01% 522
2020
Q3 		$5K Hold
35
– – ﹤0.01% 513
2020
Q2 		$5K Hold
35
– – ﹤0.01% 516
2020
Q1 		$4K Hold
35
– – ﹤0.01% 533
2019
Q4 		$6K Buy
+35
New +$5.69K ﹤0.01% 511

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Sugarloaf Wealth Management's DEO Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Diageo (DEO) position steady in Q4 2024 at 35 shares worth $4.45K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Sugarloaf Wealth Management first reported a position in DEO in Q4 2019 and has held it in 21 quarters since. The position peaked at $12.5K in Q4 2022. 968 funds tracked by Wall St. Rank hold DEO as of Q4 2024.

  • Sugarloaf Wealth Management held 35 shares of Diageo worth $4.45K as of Q4 2024.
  • Sugarloaf Wealth Management left its Diageo share count unchanged in Q4 2024.
  • Diageo made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #580 holding.
  • Sugarloaf Wealth Management first reported a position in Diageo in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Diageo position peaked at $12.5K in Q4 2022.
  • 968 funds tracked by Wall St. Rank held Diageo as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.