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Alera Investment Advisors’s Sony SONY Stock Holding History

Alera 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
2019
Q2 		– Sell
-1,340
Closed -$11K – 857
2019
Q1 		$11K Sell
1,340
-610
-31% -$5.71K 0.01% 455
2018
Q4 		$19K Buy
+1,950
New +$20.6K 0.01% 297

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Alera Investment Advisors's SONY Position: Q2 2019 in Review

Alera Investment Advisors sold out of Sony (SONY) in Q2 2019, closing a stake of 1,340 shares — an estimated $11K sold.

Alera Investment Advisors first reported a position in SONY in Q4 2018 and held it in 2 quarters. The position peaked at $19K in Q4 2018. 384 funds tracked by Wall St. Rank hold SONY as of Q2 2019.

  • Alera Investment Advisors reported no remaining Sony position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 1,340 Sony shares in Q2 2019, an estimated $11K.
  • Alera Investment Advisors first reported a position in Sony in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Sony position peaked at $19K in Q4 2018.
  • 384 funds tracked by Wall St. Rank held Sony as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.