Carmichael Hill & Associates’s Sony SONY Stock Holding History

Carmichael Hill & Associates’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
2022 Q4	–	Sell	-350	Closed	-$4K	–	837
2022 Q3	$4K	Hold	350	–	–	﹤0.01%	706
2022 Q2	$6K	Hold	350	–	–	﹤0.01%	638
2022 Q1	$7K	Hold	350	–	–	﹤0.01%	658
2021 Q4	$9K	Hold	350	–	–	﹤0.01%	639
2021 Q3	$8K	Hold	350	–	–	﹤0.01%	636
2021 Q2	$7K	Hold	350	–	–	﹤0.01%	645
2021 Q1	$7K	Hold	350	–	–	﹤0.01%	624
2020 Q4	$7K	Hold	350	–	–	﹤0.01%	602
2020 Q3	$5K	Hold	350	–	–	﹤0.01%	593
2020 Q2	$5K	Sell	350 -215	-38%	-$2.79K	﹤0.01%	556
2020 Q1	$7K	Hold	565	–	–	0.01%	508
2019 Q4	$8K	Buy	+565	New	+$7.04K	0.01%	511

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Carmichael Hill & Associates's SONY Position: Q4 2022 in Review

Carmichael Hill & Associates sold out of Sony (SONY) in Q4 2022, closing a stake of 350 shares — an estimated $4K sold.

Carmichael Hill & Associates first reported a position in SONY in Q4 2019 and held it in 12 quarters. The position peaked at $9K in Q4 2021. 578 funds tracked by Wall St. Rank hold SONY as of Q4 2022.

Carmichael Hill & Associates reported no remaining Sony position as of Q4 2022 after selling out during the quarter.
Carmichael Hill & Associates sold 350 Sony shares in Q4 2022, an estimated $4K.
Carmichael Hill & Associates first reported a position in Sony in Q4 2019 and held it in 12 quarters.
Carmichael Hill & Associates's Sony position peaked at $9K in Q4 2021.
578 funds tracked by Wall St. Rank held Sony as of Q4 2022.

Based on Carmichael Hill & Associates's 13F filing for Q4 2022, filed 14 Feb 2023.