Douglass Winthrop Advisors, LLC SONY SONY GROUP CORP AMERN SH NEW I

Ownership history in Douglass Winthrop Advisors, LLC  ·  4 quarters on record

AI Ownership Summary

Douglass Winthrop Advisors, LLC reported SONY GROUP CORP AMERN SH NEW I (SONY) in 4 quarterly 13F filings from 2024 Q1 through 2025 Q3. The latest visible filing shows SONY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SONY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Douglass Winthrop Advisors, LLC's position in SONY GROUP CORP AMERN SH NEW I, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SONY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Douglass Winthrop Advisors, LLC held SONY — position size vs. price
% of Fund (quarterly)    SONY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 12.9% -10.5% 7,775 -1,150 -12.9% 0.00% $224K 2025-11-13 $29.44
2025 Q2 UNCHANGED 8,925 0% 0.00% $232K 2025-08-14 $27.74
2025 Q1 ADDED 8,925 +6,235 +231.8% 0.00% $227K 2025-05-14 $24.88
2024 Q1 INITIATED 2,690 0.00% $231K 2024-05-13 $15.14

FAQ About Douglass Winthrop Advisors, LLC and SONY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Douglass Winthrop Advisors, LLC reported owning SONY?

Douglass Winthrop Advisors, LLC reported SONY across 4 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported SONY position in Douglass Winthrop Advisors, LLC's portfolio?

The largest reported portfolio weight for SONY was 0.00% in 2024 Q1.

What is the latest reported SONY position on this page?

The most recent filing on this page is 2025 Q3, when Douglass Winthrop Advisors, LLC reported 7,775 shares, equal to 0.00% of portfolio, with an estimated market value of $224K.

What does the chart on this SONY ownership page compare?

The chart compares Douglass Winthrop Advisors, LLC's quarterly SONY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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