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Beese Fulmer Investment Management’s Sony SONY Stock Holding History

Beese Fulmer Investment 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
2020
Q3 		– Sell
-650
Closed -$9K – 483
2020
Q2 		$9K Buy
+650
New +$8.45K ﹤0.01% 488

Other funds holding SONY

Primecap Management
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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Beese Fulmer Investment Management's SONY Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Sony (SONY) in Q3 2020, closing a stake of 650 shares — an estimated $9K sold.

Beese Fulmer Investment Management first reported a position in SONY in Q2 2020 and held it in 1 quarter. The position peaked at $9K in Q2 2020. 460 funds tracked by Wall St. Rank hold SONY as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Sony position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 650 Sony shares in Q3 2020, an estimated $9K.
  • Beese Fulmer Investment Management first reported a position in Sony in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Sony position peaked at $9K in Q2 2020.
  • 460 funds tracked by Wall St. Rank held Sony as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.