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Applied Research Investments’s Sony SONY Stock Holding History

Applied Research Investments’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
2022
Q3 		$848K Sell
66,165
-26,095
-28% -$418K 17.11% 2
2022
Q2 		$1.51M Sell
92,260
-12,235
-12% -$217K 6.67% 1
2022
Q1 		$2.15M Buy
+104,495
New +$2.27M 6.41% 1

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

Applied Research Investments's SONY Position: Q3 2022 in Review

Applied Research Investments reduced its Sony (SONY) stake by 28% in Q3 2022, selling an estimated $418K and leaving 66,165 shares worth $848K. The position accounts for 17.11% of the portfolio, ranked #2.

Applied Research Investments first reported a position in SONY in Q1 2022 and has held it in 3 quarters since. The position peaked at $2.15M in Q1 2022. 531 funds tracked by Wall St. Rank hold SONY as of Q3 2022.

  • Applied Research Investments held 66,165 shares of Sony worth $848K as of Q3 2022.
  • Applied Research Investments sold 26,095 Sony shares in Q3 2022, an estimated $418K.
  • Sony made up 17.11% of Applied Research Investments's portfolio in Q3 2022, its #2 holding.
  • Applied Research Investments first reported a position in Sony in Q1 2022 and has held it in 3 quarters since.
  • Applied Research Investments's Sony position peaked at $2.15M in Q1 2022.
  • 531 funds tracked by Wall St. Rank held Sony as of Q3 2022.

Based on Applied Research Investments's 13F filing for Q3 2022, filed 14 Nov 2022.