BAMCO Inc

BAMCO Inc’s Sony SONY Stock Holding History

BAMCO Inc’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 Q3	–	Sell	-141,580	Closed	-$2.75M	–	412
2021 Q2	$2.75M	Sell	141,580 -182,435	-56%	-$3.7M	0.01%	337
2021 Q1	$6.87M	Hold	324,015	–	–	0.02%	310
2020 Q4	$6.55M	Buy	324,015 +34,010	+12%	+$591K	0.02%	288
2020 Q3	$4.45M	Buy	290,005 +67,160	+30%	+$1.04M	0.01%	280
2020 Q2	$3.08M	Hold	222,845	–	–	0.01%	270
2020 Q1	$2.64M	Buy	222,845 +99,230	+80%	+$1.3M	0.01%	263
2019 Q4	$1.68M	Hold	123,615	–	–	0.01%	289
2019 Q3	$1.46M	Sell	123,615 -37,500	-23%	-$423K	0.01%	287
2019 Q2	$1.69M	Sell	161,115 -70,000	-30%	-$687K	0.01%	295
2019 Q1	$1.95M	Sell	231,115 -50,000	-18%	-$468K	0.01%	286
2018 Q4	$2.71M	Hold	281,115	–	–	0.01%	273
2018 Q3	$3.41M	Buy	281,115 +12,500	+5%	+$138K	0.01%	276
2018 Q2	$2.75M	Buy	268,615 +56,115	+26%	+$546K	0.01%	269
2018 Q1	$2.05M	Sell	212,500 -72,500	-25%	-$714K	0.01%	273
2017 Q4	$2.56M	Hold	285,000	–	–	0.01%	267
2017 Q3	$2.13M	Hold	285,000	–	–	0.01%	271
2017 Q2	$2.18M	Buy	285,000 +45,000	+19%	+$319K	0.01%	268
2017 Q1	$1.62M	Buy	240,000 +35,000	+17%	+$218K	0.01%	276
2016 Q4	$1.15M	Buy	205,000 +115,000	+128%	+$699K	0.01%	278
2016 Q3	$598K	Buy	+90,000	New	+$577K	﹤0.01%	288

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

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return