TA
DEO icon

Tiedemann Advisors’s Diageo DEO Stock Holding History

Tiedemann 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 		$780K Buy
5,141
+152
+3% +$25.4K 0.03% 140
2023
Q2 		$865K Buy
4,989
+149
+3% +$26.6K 0.04% 122
2023
Q1 		$884K Buy
4,840
+55
+1% +$9.71K 0.04% 120
2022
Q4 		$853K Hold
4,785
– – 0.04% 127
2022
Q3 		$833K Sell
4,785
-52
-1% -$9.32K 0.05% 122
2022
Q2 		$842K Buy
4,837
+52
+1% +$9.89K 0.06% 125
2022
Q1 		$978K Sell
4,785
-41
-0.8% -$8.21K 0.05% 145
2021
Q4 		$1.06M Sell
4,826
-158
-3% -$32.4K 0.05% 138
2021
Q3 		$975K Sell
4,984
-77
-2% -$14.9K 0.05% 141
2021
Q2 		$971K Sell
5,061
-115
-2% -$21.4K 0.04% 175
2021
Q1 		$857K Buy
5,176
+193
+4% +$31.6K 0.04% 174
2020
Q4 		$793K Sell
4,983
-4
-0.1% -$597 0.04% 167
2020
Q3 		$697K Buy
4,987
+202
+4% +$27.9K 0.03% 204
2020
Q2 		$643K Hold
4,785
– – 0.03% 196
2020
Q1 		$615K Hold
4,785
– – 0.04% 188
2019
Q4 		$806K Sell
4,785
-154
-3% -$25K 0.04% 179
2019
Q3 		$809K Buy
+4,939
New +$826K 0.04% 191
2019
Q2 		– Sell
-8,642
Closed -$1.43M – 330
2019
Q1 		$1.43M Buy
8,642
+6,042
+232% +$922K 0.07% 172
2018
Q4 		$369K Buy
+2,600
New +$366K 0.02% 329
2017
Q4 		– Sell
-2,077
Closed -$242K – 249
2017
Q3 		$242K Buy
+2,077
New +$268K 0.02% 305

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return