1834 Investment Advisors’s Sony SONY Stock Holding History

1834 Investment Advisors’s Portfolio SONY Stock Details SONY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-260	Closed	-$4K	–	415
2022 Q2	$4K	Hold	260	–	–	﹤0.01%	418
2022 Q1	$5K	Hold	260	–	–	﹤0.01%	394
2021 Q4	$7K	Hold	260	–	–	﹤0.01%	407
2021 Q3	$6K	Hold	260	–	–	﹤0.01%	436
2021 Q2	$5K	Hold	260	–	–	﹤0.01%	463
2021 Q1	$6K	Hold	260	–	–	﹤0.01%	426
2020 Q4	$5K	Buy	+260	New	+$4.52K	﹤0.01%	411

Other funds holding SONY

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

ACM

Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

1834 Investment Advisors's SONY Position: Q3 2022 in Review

1834 Investment Advisors sold out of Sony (SONY) in Q3 2022, closing a stake of 260 shares — an estimated $4K sold.

1834 Investment Advisors first reported a position in SONY in Q4 2020 and held it in 7 quarters. The position peaked at $7K in Q4 2021. 531 funds tracked by Wall St. Rank hold SONY as of Q3 2022.

1834 Investment Advisors reported no remaining Sony position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 260 Sony shares in Q3 2022, an estimated $4K.
1834 Investment Advisors first reported a position in Sony in Q4 2020 and held it in 7 quarters.
1834 Investment Advisors's Sony position peaked at $7K in Q4 2021.
531 funds tracked by Wall St. Rank held Sony as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.