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CGC Financial Services’s Sony SONY Stock Holding History

CGC Financial Services’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
2024
Q1 		– Sell
-75
Closed -$1.42K – 383
2023
Q4 		$1.42K Hold
75
– – ﹤0.01% 302
2023
Q3 		$1.24K Hold
75
– – ﹤0.01% 264
2023
Q2 		$1.35K Buy
+75
New +$1.41K ﹤0.01% 279

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

CGC Financial Services's SONY Position: Q1 2024 in Review

CGC Financial Services sold out of Sony (SONY) in Q1 2024, closing a stake of 75 shares — an estimated $1.42K sold.

CGC Financial Services first reported a position in SONY in Q2 2023 and held it in 3 quarters. The position peaked at $1.42K in Q4 2023. 651 funds tracked by Wall St. Rank hold SONY as of Q1 2024.

  • CGC Financial Services reported no remaining Sony position as of Q1 2024 after selling out during the quarter.
  • CGC Financial Services sold 75 Sony shares in Q1 2024, an estimated $1.42K.
  • CGC Financial Services first reported a position in Sony in Q2 2023 and held it in 3 quarters.
  • CGC Financial Services's Sony position peaked at $1.42K in Q4 2023.
  • 651 funds tracked by Wall St. Rank held Sony as of Q1 2024.

Based on CGC Financial Services's 13F filing for Q1 2024, filed 23 Apr 2024.