ZIG
DEO icon

Zullo Investment Group’s Diageo DEO Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-695
Closed -$124K – 268
2022
Q4 		$124K Hold
695
– – 0.08% 187
2022
Q3 		$118K Sell
695
-234
-25% -$41.9K 0.08% 181
2022
Q2 		$162K Sell
929
-48
-5% -$9.13K 0.1% 159
2022
Q1 		$198K Sell
977
-20
-2% -$4.01K 0.1% 152
2021
Q4 		$219K Buy
+997
New +$204K 0.11% 150

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
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Zullo Investment Group's DEO Position: Q1 2023 in Review

Zullo Investment Group sold out of Diageo (DEO) in Q1 2023, closing a stake of 695 shares — an estimated $124K sold.

Zullo Investment Group first reported a position in DEO in Q4 2021 and held it in 5 quarters. The position peaked at $219K in Q4 2021. 1,014 funds tracked by Wall St. Rank hold DEO as of Q1 2023.

  • Zullo Investment Group reported no remaining Diageo position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 695 Diageo shares in Q1 2023, an estimated $124K.
  • Zullo Investment Group first reported a position in Diageo in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Diageo position peaked at $219K in Q4 2021.
  • 1,014 funds tracked by Wall St. Rank held Diageo as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.