DEO β€” DIAGEO ADR SPONSORED

Ownership history in Winning Points Advisors, LLC  Β·  16 quarters on record

AI Ownership Summary

Winning Points Advisors, LLC reported DIAGEO ADR SPONSORED (DEO) in 16 quarterly 13F filings from 2024 Q3 through 2024 Q3. Peak portfolio weight reached 0.87% in 2024 Q3. The latest visible filing shows DEO at 0.87% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DEO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Winning Points Advisors, LLC's position in DIAGEO ADR SPONSORED, 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
2024 Q3

DEO was reported at 0.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.87% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2024 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 Winning Points Advisors, LLC held DEO β€” position size vs. price
% of Fund (quarterly)    DEO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED 3,457 -2,400 -41.0% 0.87% $518K 2024-11-14 $115.05
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Winning Points Advisors, LLC and DEO

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

How long has Winning Points Advisors, LLC reported owning DEO?

Winning Points Advisors, LLC reported DEO across 1 quarterly 13F filings, from 2024 Q3 through 2024 Q3.

What was the largest reported DEO position in Winning Points Advisors, LLC's portfolio?

The largest reported portfolio weight for DEO was 0.87% in 2024 Q3.

What is the latest reported DEO position on this page?

The most recent filing on this page is 2024 Q3, when Winning Points Advisors, LLC reported 3,457 shares, equal to 0.87% of portfolio, with an estimated market value of $518K.

What does the chart on this DEO ownership page compare?

The chart compares Winning Points Advisors, LLC's quarterly DEO 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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