Sunpointe’s Diageo DEO Stock Holding History

Sunpointe’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
2025 Q1	–	Sell	-1,681	Closed	-$214K	–	193
2024 Q4	$214K	Sell	1,681 -5	-0.3%	-$636	0.11%	173
2024 Q3	$241K	Buy	+1,686	New	+$219K	0.2%	137

Other funds holding DEO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sunpointe's DEO Position: Q1 2025 in Review

Sunpointe sold out of Diageo (DEO) in Q1 2025, closing a stake of 1,681 shares — an estimated $214K sold.

Sunpointe first reported a position in DEO in Q3 2024 and held it in 2 quarters. The position peaked at $241K in Q3 2024. 890 funds tracked by Wall St. Rank hold DEO as of Q1 2025.

Sunpointe reported no remaining Diageo position as of Q1 2025 after selling out during the quarter.
Sunpointe sold 1,681 Diageo shares in Q1 2025, an estimated $214K.
Sunpointe first reported a position in Diageo in Q3 2024 and held it in 2 quarters.
Sunpointe's Diageo position peaked at $241K in Q3 2024.
890 funds tracked by Wall St. Rank held Diageo as of Q1 2025.

Based on Sunpointe's 13F filing for Q1 2025, filed 7 May 2025.