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Syverson Strege & Co’s Diageo DEO Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-95
Closed -$17.2K – 201
2023
Q1 		$17.2K Buy
+95
New +$16.8K 0.01% 198
2021
Q4 		– Sell
-24
Closed -$5K – 344
2021
Q3 		$5K Buy
+24
New +$4.65K ﹤0.01% 321

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Syverson Strege & Co's DEO Position: Q2 2023 in Review

Syverson Strege & Co sold out of Diageo (DEO) in Q2 2023, closing a stake of 95 shares — an estimated $17.2K sold.

Syverson Strege & Co first reported a position in DEO in Q3 2021 and held it in 2 quarters. The position peaked at $17.2K in Q1 2023. 1,000 funds tracked by Wall St. Rank hold DEO as of Q2 2023.

  • Syverson Strege & Co reported no remaining Diageo position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 95 Diageo shares in Q2 2023, an estimated $17.2K.
  • Syverson Strege & Co first reported a position in Diageo in Q3 2021 and held it in 2 quarters.
  • Syverson Strege & Co's Diageo position peaked at $17.2K in Q1 2023.
  • 1,000 funds tracked by Wall St. Rank held Diageo as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.