DACG
SONY icon

Donor Advised Charitable Giving’s Sony SONY Stock Holding History

Donor Advised Charitable Giving’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
Q1 		– Sell
-23,050
Closed -$223K – 30
2018
Q4 		$223K Buy
+23,050
New +$244K 0.26% 20

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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Donor Advised Charitable Giving's SONY Position: Q1 2019 in Review

Donor Advised Charitable Giving sold out of Sony (SONY) in Q1 2019, closing a stake of 23,050 shares — an estimated $223K sold.

Donor Advised Charitable Giving first reported a position in SONY in Q4 2018 and held it in 1 quarter. The position peaked at $223K in Q4 2018. 356 funds tracked by Wall St. Rank hold SONY as of Q1 2019.

  • Donor Advised Charitable Giving reported no remaining Sony position as of Q1 2019 after selling out during the quarter.
  • Donor Advised Charitable Giving sold 23,050 Sony shares in Q1 2019, an estimated $223K.
  • Donor Advised Charitable Giving first reported a position in Sony in Q4 2018 and held it in 1 quarter.
  • Donor Advised Charitable Giving's Sony position peaked at $223K in Q4 2018.
  • 356 funds tracked by Wall St. Rank held Sony as of Q1 2019.

Based on Donor Advised Charitable Giving's 13F filing for Q1 2019, filed 9 Apr 2019.