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Blueprint Investment Partners’s Sony SONY Stock Holding History

Blueprint Investment Partners’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
2023
Q2 		– Sell
-29,415
Closed -$533K – 224
2023
Q1 		$533K Buy
29,415
+15,490
+111% +$268K 0.12% 114
2022
Q4 		$212K Buy
+13,925
New +$208K 0.05% 216
2022
Q1 		– Sell
-6,875
Closed -$174K – 247
2021
Q4 		$174K Buy
6,875
+2,315
+51% +$55.1K 0.04% 196
2021
Q3 		$101K Buy
+4,560
New +$95.5K 0.05% 179

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Blueprint Investment Partners's SONY Position: Q2 2023 in Review

Blueprint Investment Partners sold out of Sony (SONY) in Q2 2023, closing a stake of 29,415 shares — an estimated $533K sold.

Blueprint Investment Partners first reported a position in SONY in Q3 2021 and held it in 4 quarters. The position peaked at $533K in Q1 2023. 629 funds tracked by Wall St. Rank hold SONY as of Q2 2023.

  • Blueprint Investment Partners reported no remaining Sony position as of Q2 2023 after selling out during the quarter.
  • Blueprint Investment Partners sold 29,415 Sony shares in Q2 2023, an estimated $533K.
  • Blueprint Investment Partners first reported a position in Sony in Q3 2021 and held it in 4 quarters.
  • Blueprint Investment Partners's Sony position peaked at $533K in Q1 2023.
  • 629 funds tracked by Wall St. Rank held Sony as of Q2 2023.

Based on Blueprint Investment Partners's 13F filing for Q2 2023, filed 15 Aug 2023.