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Brandywine Oak Private Wealth’s Sony SONY Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-21,635
Closed -$294K – 251
2019
Q4 		$294K Sell
21,635
-675
-3% -$8.42K 0.05% 183
2019
Q3 		$263K Buy
22,310
+1,100
+5% +$12.4K 0.05% 189
2019
Q2 		$222K Buy
+21,210
New +$208K 0.04% 204
2019
Q1 		– Sell
-23,880
Closed -$231K – 561
2018
Q4 		$231K Buy
+23,880
New +$253K 0.05% 182

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Brandywine Oak Private Wealth's SONY Position: Q1 2020 in Review

Brandywine Oak Private Wealth sold out of Sony (SONY) in Q1 2020, closing a stake of 21,635 shares — an estimated $294K sold.

Brandywine Oak Private Wealth first reported a position in SONY in Q4 2018 and held it in 4 quarters. The position peaked at $294K in Q4 2019. 418 funds tracked by Wall St. Rank hold SONY as of Q1 2020.

  • Brandywine Oak Private Wealth reported no remaining Sony position as of Q1 2020 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 21,635 Sony shares in Q1 2020, an estimated $294K.
  • Brandywine Oak Private Wealth first reported a position in Sony in Q4 2018 and held it in 4 quarters.
  • Brandywine Oak Private Wealth's Sony position peaked at $294K in Q4 2019.
  • 418 funds tracked by Wall St. Rank held Sony as of Q1 2020.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2020, filed 6 May 2020.