Sutton Wealth Advisors’s Diageo DEO Stock Holding History

Sutton Wealth 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
2023 Q3	$2.39K	Sell	16 -24	-60%	-$4.02K	﹤0.01%	698
2023 Q2	$6.94K	Sell	40 -31	-44%	-$5.53K	﹤0.01%	515
2023 Q1	$12.9K	Buy	71 +8	+13%	+$1.41K	0.01%	375
2022 Q4	$11.2K	Buy	63 +14	+29%	+$2.46K	﹤0.01%	904
2022 Q3	$8.32K	Buy	49 +42	+600%	+$7.53K	﹤0.01%	950
2022 Q2	$1.22K	Hold	7	–	–	﹤0.01%	1242
2022 Q1	$1.42K	Hold	7	–	–	﹤0.01%	1255
2021 Q4	$1.54K	Hold	7	–	–	﹤0.01%	1239
2021 Q3	$1.35K	Hold	7	–	–	﹤0.01%	1219
2021 Q2	$1.34K	Hold	7	–	–	﹤0.01%	1202
2021 Q1	$1.15K	Hold	7	–	–	﹤0.01%	1193
2020 Q4	$1.11K	Hold	7	–	–	﹤0.01%	1171
2020 Q3	$964	Hold	7	–	–	﹤0.01%	1145
2020 Q2	$941	Sell	7 -1	-13%	-$137	﹤0.01%	1130
2020 Q1	$1.02K	Hold	8	–	–	﹤0.01%	1090
2019 Q4	$1.35K	Hold	8	–	–	﹤0.01%	1093
2019 Q3	$1.31K	Hold	8	–	–	﹤0.01%	1096
2019 Q2	$1.38K	Sell	8 -67	-89%	-$11.3K	﹤0.01%	1084
2019 Q1	$12.3K	Hold	75	–	–	0.01%	734
2018 Q4	$10.6K	Hold	75	–	–	0.01%	730
2018 Q3	$10.6K	Buy	75 +8	+12%	+$1.15K	0.01%	774
2018 Q2	$9.65K	Hold	67	–	–	0.01%	839
2018 Q1	$9.07K	Hold	67	–	–	0.01%	839
2017 Q4	$9.78K	Hold	67	–	–	0.01%	791
2017 Q3	$8.85K	Hold	67	–	–	0.01%	789
2017 Q2	$8.03K	Hold	67	–	–	0.01%	795
2017 Q1	$7.74K	Hold	67	–	–	0.01%	776
2016 Q4	$6.96K	Hold	67	–	–	0.01%	782
2016 Q3	$7.78K	Hold	67	–	–	0.01%	722
2016 Q2	$7.56K	Hold	67	–	–	0.01%	689
2016 Q1	$7.23K	Buy	+67	New	+$7.09K	0.01%	666

Other funds holding DEO

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

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

LCOV

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sutton Wealth Advisors's DEO Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Diageo (DEO) stake by 60% in Q3 2023, selling an estimated $4.02K and leaving 16 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Sutton Wealth Advisors first reported a position in DEO in Q1 2016 and has held it in 31 quarters since. The position peaked at $12.9K in Q1 2023. 957 funds tracked by Wall St. Rank hold DEO as of Q3 2023.

Sutton Wealth Advisors held 16 shares of Diageo worth $2.39K as of Q3 2023.
Sutton Wealth Advisors sold 24 Diageo shares in Q3 2023, an estimated $4.02K.
Diageo made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #698 holding.
Sutton Wealth Advisors first reported a position in Diageo in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Diageo position peaked at $12.9K in Q1 2023.
957 funds tracked by Wall St. Rank held Diageo as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.