Congress Asset Management’s Sony SONY Stock Holding History

Congress Asset Management’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
2019 Q3	–	Sell	-34,425	Closed	-$361K	–	362
2019 Q2	$361K	Sell	34,425 -30,000	-47%	-$295K	﹤0.01%	328
2019 Q1	$544K	Buy	64,425 +675	+1%	+$6.32K	0.01%	316
2018 Q4	$616K	Hold	63,750	–	–	0.01%	322
2018 Q3	$773K	Hold	63,750	–	–	0.01%	319
2018 Q2	$654K	Hold	63,750	–	–	0.01%	327
2018 Q1	$616K	Hold	63,750	–	–	0.01%	334
2017 Q4	$573K	Hold	63,750	–	–	0.01%	340
2017 Q3	$476K	Hold	63,750	–	–	0.01%	357
2017 Q2	$487K	Hold	63,750	–	–	0.01%	226
2017 Q1	$430K	Hold	63,750	–	–	0.01%	228
2016 Q4	$357K	Buy	+63,750	New	+$387K	0.01%	237

Other funds holding SONY

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

SCM

Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

Congress Asset Management's SONY Position: Q3 2019 in Review

Congress Asset Management sold out of Sony (SONY) in Q3 2019, closing a stake of 34,425 shares — an estimated $361K sold.

Congress Asset Management first reported a position in SONY in Q4 2016 and held it in 11 quarters. The position peaked at $773K in Q3 2018. 373 funds tracked by Wall St. Rank hold SONY as of Q3 2019.

Congress Asset Management reported no remaining Sony position as of Q3 2019 after selling out during the quarter.
Congress Asset Management sold 34,425 Sony shares in Q3 2019, an estimated $361K.
Congress Asset Management first reported a position in Sony in Q4 2016 and held it in 11 quarters.
Congress Asset Management's Sony position peaked at $773K in Q3 2018.
373 funds tracked by Wall St. Rank held Sony as of Q3 2019.

Based on Congress Asset Management's 13F filing for Q3 2019, filed 1 Nov 2019.