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Advisor Group’s Sony SONY Stock Holding History

Advisor Group’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
2019
Q4 		$1.57M Sell
115,130
-2,235
-2% -$27.9K 0.01% 941
2019
Q3 		$1.39M Sell
117,365
-80,990
-41% -$915K 0.01% 959
2019
Q2 		$2.08M Buy
198,355
+28,065
+16% +$276K 0.02% 745
2019
Q1 		$1.44M Sell
170,290
-13,620
-7% -$128K 0.01% 873
2018
Q4 		$1.78M Sell
183,910
-2,010
-1% -$21.3K 0.02% 679
2018
Q3 		$2.25M Buy
185,920
+16,345
+10% +$180K 0.02% 599
2018
Q2 		$1.74M Buy
169,575
+330
+0.2% +$3.21K 0.02% 599
2018
Q1 		$1.64M Buy
169,245
+60,840
+56% +$599K 0.02% 643
2017
Q4 		$974K Buy
108,405
+3,820
+4% +$32.8K 0.01% 905
2017
Q3 		$782K Buy
104,585
+19,235
+23% +$151K 0.01% 946
2017
Q2 		$652K Sell
85,350
-31,505
-27% -$224K 0.01% 982
2017
Q1 		$789K Buy
116,855
+6,040
+5% +$37.6K 0.02% 825
2016
Q4 		$620K Sell
110,815
-105,645
-49% -$642K 0.01% 891
2016
Q3 		$1.44M Buy
216,460
+184,560
+579% +$1.18M 0.03% 512
2016
Q2 		$184K Buy
+31,900
New +$171K ﹤0.01% 1520

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Advisor Group's SONY Position: Q4 2019 in Review

Advisor Group reduced its Sony (SONY) stake by 1.9% in Q4 2019, selling an estimated $27.9K and leaving 115,130 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #941.

Advisor Group first reported a position in SONY in Q2 2016 and has held it in 15 quarters since. The position peaked at $2.25M in Q3 2018. 426 funds tracked by Wall St. Rank hold SONY as of Q4 2019.

  • Advisor Group held 115,130 shares of Sony worth $1.57M as of Q4 2019.
  • Advisor Group sold 2,235 Sony shares in Q4 2019, an estimated $27.9K.
  • Sony made up 0.01% of Advisor Group's portfolio in Q4 2019, its #941 holding.
  • Advisor Group first reported a position in Sony in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Sony position peaked at $2.25M in Q3 2018.
  • 426 funds tracked by Wall St. Rank held Sony as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.