Carmel Capital Partners’s Sony SONY Stock Holding History

Carmel Capital 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 Q3	–	Sell	-90	Closed	-$1.62K	–	771
2023 Q2	$1.62K	Hold	90	–	–	﹤0.01%	377
2023 Q1	$1.63K	Buy	+90	New	+$1.56K	﹤0.01%	420

Other funds holding SONY

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Carmel Capital Partners's SONY Position: Q3 2023 in Review

Carmel Capital Partners sold out of Sony (SONY) in Q3 2023, closing a stake of 90 shares — an estimated $1.62K sold.

Carmel Capital Partners first reported a position in SONY in Q1 2023 and held it in 2 quarters. The position peaked at $1.63K in Q1 2023. 615 funds tracked by Wall St. Rank hold SONY as of Q3 2023.

Carmel Capital Partners reported no remaining Sony position as of Q3 2023 after selling out during the quarter.
Carmel Capital Partners sold 90 Sony shares in Q3 2023, an estimated $1.62K.
Carmel Capital Partners first reported a position in Sony in Q1 2023 and held it in 2 quarters.
Carmel Capital Partners's Sony position peaked at $1.63K in Q1 2023.
615 funds tracked by Wall St. Rank held Sony as of Q3 2023.

Based on Carmel Capital Partners's 13F filing for Q3 2023, filed 27 Oct 2023.