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Daniel Loeb’s Sony SONY Stock Holding History

Daniel Loeb’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
2020
Q2 		– Sell
-3,375,000
Closed -$39.9M – 41
2020
Q1 		$39.9M Sell
3,375,000
-4,125,000
-55% -$54.1M 0.64% 26
2019
Q4 		$102M Hold
7,500,000
– – 1.17% 25
2019
Q3 		$88.7M Hold
7,500,000
– – 1.05% 21
2019
Q2 		$78.6M Hold
7,500,000
– – 0.92% 24
2019
Q1 		$63.4M Buy
+7,500,000
New +$70.2M 0.7% 26

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Daniel Loeb's SONY Position: Q2 2020 in Review

Daniel Loeb sold out of Sony (SONY) in Q2 2020, closing a stake of 3,375,000 shares — an estimated $39.9M sold.

Daniel Loeb first reported a position in SONY in Q1 2019 and held it in 5 quarters. The position peaked at $102M in Q4 2019. 446 funds tracked by Wall St. Rank hold SONY as of Q2 2020.

  • Daniel Loeb reported no remaining Sony position as of Q2 2020 after selling out during the quarter.
  • Daniel Loeb sold 3,375,000 Sony shares in Q2 2020, an estimated $39.9M.
  • Daniel Loeb first reported a position in Sony in Q1 2019 and held it in 5 quarters.
  • Daniel Loeb's Sony position peaked at $102M in Q4 2019.
  • 446 funds tracked by Wall St. Rank held Sony as of Q2 2020.

Based on Third Point's 13F filing for Q2 2020, filed 17 Aug 2020.