CIM
SONY icon

Calvert Investment Management’s Sony SONY Stock Holding History

Calvert 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
2015
Q3 		– Sell
-845,535
Closed -$4.8M – 632
2015
Q2 		$4.8M Buy
845,535
+557,315
+193% +$3.41M 0.21% 109
2015
Q1 		$1.54M Buy
288,220
+37,170
+15% +$188K 0.1% 184
2014
Q4 		$1.03M Buy
251,050
+6,545
+3% +$25.8K 0.07% 218
2014
Q3 		$882K Buy
244,505
+20,705
+9% +$74.5K 0.07% 222
2014
Q2 		$751K Buy
223,800
+7,350
+3% +$25.4K 0.05% 194
2014
Q1 		$828K Buy
216,450
+58,960
+37% +$204K 0.06% 181
2013
Q4 		$545K Sell
157,490
-28,925
-16% -$107K 0.04% 220
2013
Q3 		$802K Hold
186,415
– – 0.1% 169
2013
Q2 		$790K Buy
+186,415
New +$700K 0.11% 162

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return