Cathie Wood’s Sony SONY Stock Holding History

Cathie Wood’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 Q3	–	Sell	-8,395	Closed	-$158K	–	324
2022 Q2	$158K	Sell	8,395 -395	-4%	-$7K	﹤0.01%	286
2022 Q1	$181K	Buy	8,790 +1,035	+13%	+$22.5K	﹤0.01%	282
2021 Q4	$196K	Buy	+7,755	New	+$185K	﹤0.01%	316

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

ACM

Anomaly Capital Management New York $2.62B AUM 23.26% 1-Year Est. Return

Cathie Wood's SONY Position: Q3 2022 in Review

Cathie Wood sold out of Sony (SONY) in Q3 2022, closing a stake of 8,395 shares — an estimated $158K sold.

Cathie Wood first reported a position in SONY in Q4 2021 and held it in 3 quarters. The position peaked at $196K in Q4 2021. 532 funds tracked by Wall St. Rank hold SONY as of Q3 2022.

Cathie Wood reported no remaining Sony position as of Q3 2022 after selling out during the quarter.
Cathie Wood sold 8,395 Sony shares in Q3 2022, an estimated $158K.
Cathie Wood first reported a position in Sony in Q4 2021 and held it in 3 quarters.
Cathie Wood's Sony position peaked at $196K in Q4 2021.
532 funds tracked by Wall St. Rank held Sony as of Q3 2022.

Based on ARK Investment Management's 13F filing for Q3 2022, filed 17 Oct 2022.