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  Name: DOUGLASS WINTHROP ADVISORS LLC
  City: NEW YORK
  State: NY
  Zip: 10017
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $4,857,109,000
  Total Value Change : $379,778,000
  Securities Held Change : 34
   
All Securities Held : 285
  New Positions : 45
  Closed Positions : 12
  Increased Positions : 100
  Unchanged Positions : 67
  Decreased Positions : 73

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 12     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PSX)1 Year Chart         PSX Phillips 66 282 Closed $136.76 $0 0 0% -359,000 -2,693 0.738    Oil & Gas Refining, P...
   (AEP)1 Year Chart         AEP American Electric Power Co Inc 288 Closed $88.00 $0 0 0% -391,000 -4,818 0    Electric Utilities
   (WEC)1 Year Chart         WEC WEC Energy Group Inc 287 Closed $78.86 $0 0 0% -387,000 -4,601 0    Multi Utilities
   (STT)1 Year Chart         STT State Street Corp 294 Closed $70.91 $0 0 0% -360,000 -4,650 0    Asset Management
   (SJM)1 Year Chart         SJM JM Smucker Company 286 Closed $111.58 $0 0 0% -348,000 -2,750 0    Processed & Packaged ...
   (T)1 Year Chart         T AT&T Corp 292 Closed $17.64 $0 0 0% -168,000 -10,032 0    Long Distance Carriers
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 285 Closed $543.86 $0 0 0% -414,000 -867 0    Closed - End Fund - E...
   (DNA)1 Year Chart         DNA Ginkgo Bioworks Holdings, Inc 291 Closed $0.45 $0 0 0% -42,000 -25,000 0    N/A
   (EIX)1 Year Chart         EIX Edison International 284 Closed $73.21 $0 0 0% -392,000 -5,486 0    Electric Utilities
   (SPLK)1 Year Chart         SPLK Splunk Inc 290 Closed $156.90 $0 0 0% -244,000 -1,600 0    Application Software
   (MDT)1 Year Chart         MDT Medtronic Plc 283 Closed $81.04 $0 0 0% -218,000 -2,652 0    Medical Appliances & ...
   (CHTR)1 Year Chart         CHTR Charter Communications Inc 289 Closed $276.26 $0 0 0% -989,000 -2,545 0    CATV Systems

      12 Records Found
  1    
Page 1 of 1
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