Barrett Asset Management’s Sony SONY Stock Holding History

Barrett Asset Management’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 Q1	–	Sell	-2,250	Closed	-$57K	–	399
2021 Q4	$57K	Buy	+2,250	New	+$53.6K	﹤0.01%	376

Other funds holding SONY

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 $20.4B AUM 18.11% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Barrett Asset Management's SONY Position: Q1 2022 in Review

Barrett Asset Management sold out of Sony (SONY) in Q1 2022, closing a stake of 2,250 shares — an estimated $57K sold.

Barrett Asset Management first reported a position in SONY in Q4 2021 and held it in 1 quarter. The position peaked at $57K in Q4 2021. 607 funds tracked by Wall St. Rank hold SONY as of Q1 2022.

Barrett Asset Management reported no remaining Sony position as of Q1 2022 after selling out during the quarter.
Barrett Asset Management sold 2,250 Sony shares in Q1 2022, an estimated $57K.
Barrett Asset Management first reported a position in Sony in Q4 2021 and held it in 1 quarter.
Barrett Asset Management's Sony position peaked at $57K in Q4 2021.
607 funds tracked by Wall St. Rank held Sony as of Q1 2022.

Based on Barrett Asset Management's 13F filing for Q1 2022, filed 16 May 2022.