Advisory Research’s Sony SONY Stock Holding History

Advisory Research’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
2020 Q4	–	Sell	-13,735	Closed	-$211K	–	347
2020 Q3	$211K	Buy	+13,735	New	+$214K	0.02%	294

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

FMI

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

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

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

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

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

AII

AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Advisory Research's SONY Position: Q4 2020 in Review

Advisory Research sold out of Sony (SONY) in Q4 2020, closing a stake of 13,735 shares — an estimated $211K sold.

Advisory Research first reported a position in SONY in Q3 2020 and held it in 1 quarter. The position peaked at $211K in Q3 2020. 527 funds tracked by Wall St. Rank hold SONY as of Q4 2020.

Advisory Research reported no remaining Sony position as of Q4 2020 after selling out during the quarter.
Advisory Research sold 13,735 Sony shares in Q4 2020, an estimated $211K.
Advisory Research first reported a position in Sony in Q3 2020 and held it in 1 quarter.
Advisory Research's Sony position peaked at $211K in Q3 2020.
527 funds tracked by Wall St. Rank held Sony as of Q4 2020.

Based on Advisory Research's 13F filing for Q4 2020, filed 12 Feb 2021.