BMD
SONY icon

Better Money Decisions’s Sony SONY Stock Holding History

Better Money Decisions’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 		– Sell
-1,205
Closed -$20K – 377
2022
Q2 		$20K Buy
+1,205
New +$21.3K 0.02% 230
2021
Q4 		– Sell
-1,390
Closed -$31K – 493
2021
Q3 		$31K Hold
1,390
– – 0.03% 210
2021
Q2 		$27K Hold
1,390
– – 0.02% 226
2021
Q1 		$29K Buy
+1,390
New +$29.4K 0.03% 177

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

Better Money Decisions's SONY Position: Q3 2022 in Review

Better Money Decisions sold out of Sony (SONY) in Q3 2022, closing a stake of 1,205 shares — an estimated $20K sold.

Better Money Decisions first reported a position in SONY in Q1 2021 and held it in 4 quarters. The position peaked at $31K in Q3 2021. 531 funds tracked by Wall St. Rank hold SONY as of Q3 2022.

  • Better Money Decisions reported no remaining Sony position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 1,205 Sony shares in Q3 2022, an estimated $20K.
  • Better Money Decisions first reported a position in Sony in Q1 2021 and held it in 4 quarters.
  • Better Money Decisions's Sony position peaked at $31K in Q3 2021.
  • 531 funds tracked by Wall St. Rank held Sony as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.