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Analyst IMS Investment Management Services’s Sony SONY Stock Holding History

Analyst IMS Investment Management Services’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
2021
Q1 		– Sell
-35,000
Closed -$708K – 100
2020
Q4 		$708K Sell
35,000
-13,195
-27% -$229K 0.12% 65
2020
Q3 		$740K Sell
48,195
-2,425
-5% -$37.7K 0.15% 61
2020
Q2 		$700K Sell
50,620
-1,985
-4% -$25.8K 0.16% 58
2020
Q1 		$623K Sell
52,605
-15,165
-22% -$199K 0.2% 56
2019
Q4 		$922K Sell
67,770
-2,360
-3% -$29.4K 0.25% 56
2019
Q3 		$833K Sell
70,130
-1,425
-2% -$16.1K 0.25% 55
2019
Q2 		$750K Sell
71,555
-950
-1% -$9.33K 0.22% 61
2019
Q1 		$613K Buy
72,505
+40,005
+123% +$375K 0.19% 67
2018
Q4 		$314 Buy
+32,500
New +$344K 0.05% 92

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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Analyst IMS Investment Management Services's SONY Position: Q1 2021 in Review

Analyst IMS Investment Management Services sold out of Sony (SONY) in Q1 2021, closing a stake of 35,000 shares — an estimated $708K sold.

Analyst IMS Investment Management Services first reported a position in SONY in Q4 2018 and held it in 9 quarters. The position peaked at $922K in Q4 2019. 546 funds tracked by Wall St. Rank hold SONY as of Q1 2021.

  • Analyst IMS Investment Management Services reported no remaining Sony position as of Q1 2021 after selling out during the quarter.
  • Analyst IMS Investment Management Services sold 35,000 Sony shares in Q1 2021, an estimated $708K.
  • Analyst IMS Investment Management Services first reported a position in Sony in Q4 2018 and held it in 9 quarters.
  • Analyst IMS Investment Management Services's Sony position peaked at $922K in Q4 2019.
  • 546 funds tracked by Wall St. Rank held Sony as of Q1 2021.

Based on Analyst IMS Investment Management Services's 13F filing for Q1 2021, filed 6 May 2021.