Tobias Financial Advisors’s Diageo DEO Stock Holding History

Tobias Financial 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
2022 Q1	–	Sell	-210,778	Closed	-$46.4M	–	89
2021 Q4	$46.4M	Buy	+210,778	New	+$43.2M	3.65%	3

Other funds holding DEO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Tobias Financial Advisors's DEO Position: Q1 2022 in Review

Tobias Financial Advisors sold out of Diageo (DEO) in Q1 2022, closing a stake of 210,778 shares — an estimated $46.4M sold.

Tobias Financial Advisors first reported a position in DEO in Q4 2021 and held it in 1 quarter. The position peaked at $46.4M in Q4 2021. 1,026 funds tracked by Wall St. Rank hold DEO as of Q1 2022.

Tobias Financial Advisors reported no remaining Diageo position as of Q1 2022 after selling out during the quarter.
Tobias Financial Advisors sold 210,778 Diageo shares in Q1 2022, an estimated $46.4M.
Tobias Financial Advisors first reported a position in Diageo in Q4 2021 and held it in 1 quarter.
Tobias Financial Advisors's Diageo position peaked at $46.4M in Q4 2021.
1,026 funds tracked by Wall St. Rank held Diageo as of Q1 2022.

Based on Tobias Financial Advisors's 13F filing for Q1 2022, filed 9 May 2022.