Column Capital Advisors’s Sony SONY Stock Holding History

Column Capital Advisors’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	$27.2K	Hold	1,650	–	–	﹤0.01%	403
2023 Q2	$29.7K	Hold	1,650	–	–	﹤0.01%	388
2023 Q1	$29.9K	Hold	1,650	–	–	﹤0.01%	390
2022 Q4	$25.2K	Hold	1,650	–	–	﹤0.01%	391
2022 Q3	$21K	Hold	1,650	–	–	﹤0.01%	383
2022 Q2	$27K	Hold	1,650	–	–	0.01%	356
2022 Q1	$34K	Hold	1,650	–	–	0.01%	340
2021 Q4	$42K	Hold	1,650	–	–	0.01%	322
2021 Q3	$36K	Hold	1,650	–	–	0.01%	316
2021 Q2	$32K	Hold	1,650	–	–	0.01%	331
2021 Q1	$35K	Sell	1,650 -750	-31%	-$15.8K	0.01%	314
2020 Q4	$49K	Hold	2,400	–	–	0.01%	277
2020 Q3	$37K	Sell	2,400 -3,050	-56%	-$47.4K	0.01%	290
2020 Q2	$75K	Buy	5,450 +3,190	+141%	+$41.5K	0.03%	190
2020 Q1	$27K	Hold	2,260	–	–	0.01%	274
2019 Q4	$30K	Buy	+2,260	New	+$28.2K	0.02%	304

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

Column Capital Advisors's SONY Position: Q3 2023 in Review

Column Capital Advisors held its Sony (SONY) position steady in Q3 2023 at 1,650 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Column Capital Advisors first reported a position in SONY in Q4 2019 and has held it in 16 quarters since. The position peaked at $75K in Q2 2020. 615 funds tracked by Wall St. Rank hold SONY as of Q3 2023.

Column Capital Advisors held 1,650 shares of Sony worth $27.2K as of Q3 2023.
Column Capital Advisors left its Sony share count unchanged in Q3 2023.
Sony made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #403 holding.
Column Capital Advisors first reported a position in Sony in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Sony position peaked at $75K in Q2 2020.
615 funds tracked by Wall St. Rank held Sony as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.