Wellesley Investment Partners »

Diageo shares owned by Wellesley Investment Partners

Quarter-by-quarter ownership of Diageo (DEO) shares owned by Wellesley Investment Partners from 13F filings

Historical chart of Wellesley Investment Partners investment in Diageo

Tip: Access up to 7 years of quarterly data

All positions including Diageo held by Wellesley Investment Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Diageo by Wellesley Investment Partners

Quarter filed Position value Share count Share price at filing
2020-09-30 $312k 2.3k 137.26
2020-06-30 $330k 2.5k 134.31
2020-03-31 $351k 2.8k 126.76
2019-12-31 $500k 3.0k 168.35
2019-09-30 $374k 2.3k 163.68
2019-06-30 $411k 2.4k 171.97
2019-03-31 $402k 2.5k 163.35
2018-12-31 $410k 2.9k 141.48
2018-09-30 $414k 2.9k 141.64
2018-06-30 $361k 2.5k 143.88
2018-03-31 $319k 2.4k 135.11
2017-12-31 $301k 2.1k 145.97
2017-09-30 $267k 2.0k 131.85

More positions owned by Wellesley Investment Partners

iShares S&P 500 ETF Core S&p500 Etf (IVV)
iShares 7-10 Year Treasury Bond ETF Barclays 7 10 Yr (IEF)
Vanguard Developed Markets ETF Ftse Dev Mkt Etf (VEA)
iShares U.S. Aggregate Bond ETF Core Us Aggbd Et (AGG)
Vanguard Short-Term Bond ETF Short Trm Bond (BSV)
Ishares 1-3 Year Treasry 1 3 Yr Treas Bd (SHY)
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)
Vanguard Emerging Markets ETF Ftse Emr Mkt Etf (VWO)
iShares Gold Trust ETF Ishares
iShares S&P Mid Cap ETF Core S&p Mcp Etf (IJH)
Powershs Nasdaq-100 ETF Unit Ser 1 (QQQ)
Vanguard Total Stock Mkt ETF Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Unit (SPY)
Vanguard Dividend Appreciation ETF Div App Etf (VIG)
Apple (AAPL)

View all positions for Wellesley Investment Partners

Top funds holding Diageo

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Royal Bank of Canada
Envestnet Asset Management
Markel Corporation
London Company
BlackRock
Massachusetts Financial Services
BlackRock
Confluence Investment Management
Jpmorgan Chase & Co
ClearBridge Advisors
Brown Brothers Harriman & Co.
Fayez Sarofim & Co

View all funds holding Diageo