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Annapolis Financial Services’s Sony SONY Stock Holding History

Annapolis Financial 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
2023
Q4 		– Sell
-240
Closed -$3.96K – 497
2023
Q3 		$3.96K Hold
240
– – ﹤0.01% 403
2023
Q2 		$4.32K Hold
240
– – ﹤0.01% 404
2023
Q1 		$4.35K Hold
240
– – ﹤0.01% 368
2022
Q4 		$3.66K Hold
240
– – ﹤0.01% 369
2022
Q3 		$3K Hold
240
– – ﹤0.01% 440
2022
Q2 		$4K Hold
240
– – ﹤0.01% 356
2022
Q1 		$5K Hold
240
– – ﹤0.01% 350
2021
Q4 		$6K Hold
240
– – ﹤0.01% 334
2021
Q3 		$5K Hold
240
– – ﹤0.01% 340
2021
Q2 		$5K Hold
240
– – ﹤0.01% 320
2021
Q1 		$5K Hold
240
– – ﹤0.01% 305
2020
Q4 		$5K Buy
+240
New +$4.17K ﹤0.01% 304

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM

Annapolis Financial Services's SONY Position: Q4 2023 in Review

Annapolis Financial Services sold out of Sony (SONY) in Q4 2023, closing a stake of 240 shares — an estimated $3.96K sold.

Annapolis Financial Services first reported a position in SONY in Q4 2020 and held it in 12 quarters. The position peaked at $6K in Q4 2021. 655 funds tracked by Wall St. Rank hold SONY as of Q4 2023.

  • Annapolis Financial Services reported no remaining Sony position as of Q4 2023 after selling out during the quarter.
  • Annapolis Financial Services sold 240 Sony shares in Q4 2023, an estimated $3.96K.
  • Annapolis Financial Services first reported a position in Sony in Q4 2020 and held it in 12 quarters.
  • Annapolis Financial Services's Sony position peaked at $6K in Q4 2021.
  • 655 funds tracked by Wall St. Rank held Sony as of Q4 2023.

Based on Annapolis Financial Services's 13F filing for Q4 2023, filed 1 Feb 2024.