Berman Capital Advisors’s Sony SONY Stock Holding History

Berman Capital Advisors’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	$66K	Buy	3,010 +135	+5%	+$2.83K	0.01%	572
2021 Q2	$55K	Buy	2,875 +95	+3%	+$1.93K	0.01%	535
2021 Q1	$58K	Hold	2,780	–	–	0.01%	432
2020 Q4	$56K	Buy	2,780 +5	+0.2%	+$87	0.01%	384
2020 Q3	$42K	Sell	2,775 -510	-16%	-$7.93K	0.01%	391
2020 Q2	$45K	Buy	3,285 +1,025	+45%	+$13.3K	0.01%	348
2020 Q1	$26K	Buy	2,260 +255	+13%	+$3.34K	0.01%	433
2019 Q4	$27K	Buy	2,005 +5	+0.3%	+$62	0.01%	457
2019 Q3	$23K	Buy	2,000 +570	+40%	+$6.44K	0.01%	476
2019 Q2	$14K	Buy	1,430 +670	+88%	+$6.58K	﹤0.01%	624
2019 Q1	$6K	Sell	760 -140	-16%	-$1.31K	﹤0.01%	828
2018 Q4	$8K	Buy	+900	New	+$9.52K	﹤0.01%	571

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

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

Berman Capital Advisors's SONY Position: Q3 2021 in Review

Berman Capital Advisors increased its Sony (SONY) stake by 4.7% in Q3 2021, buying an estimated $2.83K and bringing the position to 3,010 shares worth $66K. The position accounts for 0.01% of the portfolio, ranked #572.

Berman Capital Advisors first reported a position in SONY in Q4 2018 and has held it in 12 quarters since. 569 funds tracked by Wall St. Rank hold SONY as of Q3 2021.

Berman Capital Advisors held 3,010 shares of Sony worth $66K as of Q3 2021.
Berman Capital Advisors bought 135 Sony shares in Q3 2021, an estimated $2.83K.
Sony made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #572 holding.
Berman Capital Advisors first reported a position in Sony in Q4 2018 and has held it in 12 quarters since.
569 funds tracked by Wall St. Rank held Sony as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.