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D'Orazio & Associates’s Sony SONY Stock Holding History

D'Orazio & Associates’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
2021
Q4 		– Sell
-1,040
Closed -$23K – 616
2021
Q3 		$23K Buy
+1,040
New +$21.8K 0.01% 358
2016
Q1 		– Sell
-55
Closed – – 318
2015
Q4 		$0 Hold
55
– – ﹤0.01% 302
2015
Q3 		$0 Hold
55
– – ﹤0.01% 306
2015
Q2 		$1K Hold
55
– – ﹤0.01% 242
2015
Q1 		$0 Hold
55
– – ﹤0.01% 268
2014
Q4 		$0 Hold
55
– – ﹤0.01% 239
2014
Q3 		$0 Hold
55
– – ﹤0.01% 251
2014
Q2 		$0 Hold
55
– – ﹤0.01% 250
2014
Q1 		$0 Hold
55
– – ﹤0.01% 244
2013
Q4 		$0 Buy
+55
New +$203 ﹤0.01% 231

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

D'Orazio & Associates's SONY Position: Q4 2021 in Review

D'Orazio & Associates sold out of Sony (SONY) in Q4 2021, closing a stake of 1,040 shares — an estimated $23K sold.

D'Orazio & Associates first reported a position in SONY in Q4 2013 and held it in 10 quarters. The position peaked at $23K in Q3 2021. 634 funds tracked by Wall St. Rank hold SONY as of Q4 2021.

  • D'Orazio & Associates reported no remaining Sony position as of Q4 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 1,040 Sony shares in Q4 2021, an estimated $23K.
  • D'Orazio & Associates first reported a position in Sony in Q4 2013 and held it in 10 quarters.
  • D'Orazio & Associates's Sony position peaked at $23K in Q3 2021.
  • 634 funds tracked by Wall St. Rank held Sony as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.