Capital Guardian Trust’s Sony SONY Stock Holding History

Capital Guardian Trust’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
2018 Q4	–	Sell	-2,675	Closed	-$32K	–	438
2018 Q3	$32K	Buy	+2,675	New	+$29.4K	﹤0.01%	380
2016 Q4	–	Sell	-1,225	Closed	-$8K	–	729
2016 Q3	$8K	Buy	+1,225	New	+$7.85K	﹤0.01%	599
2015 Q2	–	Sell	-725	Closed	-$4K	–	763
2015 Q1	$4K	Buy	725 +410	+130%	+$2.07K	﹤0.01%	704
2014 Q4	$1K	Buy	+315	New	+$1.24K	﹤0.01%	529

Other funds holding SONY

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital Guardian Trust's SONY Position: Q4 2018 in Review

Capital Guardian Trust sold out of Sony (SONY) in Q4 2018, closing a stake of 2,675 shares — an estimated $32K sold.

Capital Guardian Trust first reported a position in SONY in Q4 2014 and held it in 4 quarters. The position peaked at $32K in Q3 2018. 381 funds tracked by Wall St. Rank hold SONY as of Q4 2018.

Capital Guardian Trust reported no remaining Sony position as of Q4 2018 after selling out during the quarter.
Capital Guardian Trust sold 2,675 Sony shares in Q4 2018, an estimated $32K.
Capital Guardian Trust first reported a position in Sony in Q4 2014 and held it in 4 quarters.
Capital Guardian Trust's Sony position peaked at $32K in Q3 2018.
381 funds tracked by Wall St. Rank held Sony as of Q4 2018.

Based on Capital Guardian Trust's 13F filing for Q4 2018, filed 14 Feb 2019.