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Aperio Group’s Sony SONY Stock Holding History

Aperio 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
2020
Q4 		$92.5M Sell
4,575,880
-104,205
-2% -$1.81M 0.27% 58
2020
Q3 		$71.8M Sell
4,680,085
-68,915
-1% -$1.07M 0.24% 70
2020
Q2 		$65.7M Buy
4,749,000
+102,345
+2% +$1.33M 0.24% 74
2020
Q1 		$55M Buy
4,646,655
+288,580
+7% +$3.78M 0.24% 70
2019
Q4 		$59.3M Buy
4,358,075
+89,060
+2% +$1.11M 0.21% 91
2019
Q3 		$50.5M Buy
4,269,015
+206,115
+5% +$2.33M 0.2% 98
2019
Q2 		$42.6M Buy
4,062,900
+281,635
+7% +$2.76M 0.17% 118
2019
Q1 		$31.9M Buy
3,781,265
+42,775
+1% +$400K 0.14% 161
2018
Q4 		$36.1M Sell
3,738,490
-29,525
-0.8% -$312K 0.18% 118
2018
Q3 		$45.7M Buy
3,768,015
+93,550
+3% +$1.03M 0.2% 110
2018
Q2 		$37.7M Buy
3,674,465
+37,355
+1% +$363K 0.18% 129
2018
Q1 		$35.2M Buy
3,637,110
+157,965
+5% +$1.56M 0.17% 129
2017
Q4 		$31.3M Buy
3,479,145
+174,845
+5% +$1.5M 0.16% 145
2017
Q3 		$24.7M Buy
3,304,300
+194,750
+6% +$1.53M 0.14% 171
2017
Q2 		$23.8M Buy
3,109,550
+303,300
+11% +$2.15M 0.15% 164
2017
Q1 		$18.9M Buy
2,806,250
+354,700
+14% +$2.21M 0.13% 187
2016
Q4 		$13.7M Sell
2,451,550
-716,350
-23% -$4.35M 0.11% 224
2016
Q3 		$21M Buy
3,167,900
+35,530
+1% +$228K 0.15% 152
2016
Q2 		$18.4M Buy
3,132,370
+146,640
+5% +$787K 0.14% 164
2016
Q1 		$15.4M Buy
2,985,730
+144,050
+5% +$661K 0.13% 177
2015
Q4 		$14M Buy
2,841,680
+135,965
+5% +$721K 0.13% 188
2015
Q3 		$13.3M Buy
2,705,715
+69,295
+3% +$369K 0.13% 179
2015
Q2 		$15M Buy
2,636,420
+150,750
+6% +$924K 0.15% 158
2015
Q1 		$13.3M Buy
2,485,670
+237,960
+11% +$1.2M 0.15% 161
2014
Q4 		$9.2M Buy
2,247,710
+50,640
+2% +$200K 0.11% 225
2014
Q3 		$7.93M Buy
+2,197,070
New +$7.91M 0.11% 229

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
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

Aperio Group's SONY Position: Q4 2020 in Review

Aperio Group reduced its Sony (SONY) stake by 2.2% in Q4 2020, selling an estimated $1.81M and leaving 4,575,880 shares worth $92.5M. The position accounts for 0.27% of the portfolio, ranked #58.

Aperio Group first reported a position in SONY in Q3 2014 and has held it in 26 quarters since. 528 funds tracked by Wall St. Rank hold SONY as of Q4 2020.

  • Aperio Group held 4,575,880 shares of Sony worth $92.5M as of Q4 2020.
  • Aperio Group sold 104,205 Sony shares in Q4 2020, an estimated $1.81M.
  • Sony made up 0.27% of Aperio Group's portfolio in Q4 2020, its #58 holding.
  • Aperio Group first reported a position in Sony in Q3 2014 and has held it in 26 quarters since.
  • 528 funds tracked by Wall St. Rank held Sony as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.