Ownership history in Douglass Winthrop Advisors, LLC Β· 24 quarters on record
This page tracks every 13F SEC filing in which Douglass Winthrop Advisors, LLC reported a position in L OREAL S A F SPONSORED ADR 1 (LRLCY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Douglass Winthrop Advisors, LLC underperformed the S&P 500 by β18.0% annually on this LRLCY position. Timing score: 61% (14/23 decisions correct). Average cost basis: $72.96. Maximum drawdown during holding period: β32.2%.
β Significantly underperformed the S&P 500 by 18.0% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
14 of 23 add/trim decisions correct
Best entry: $48.17 (2020 Q1) Β· Worst: $91.67 (2024 Q1)
πͺ Held through 2 major drawdowns (>20%).
17 adds Β· 7 trims. Bought during 7 of 9 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.13% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size