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Douglas Lane & Associates’s Sony SONY Stock Holding History

Douglas Lane & 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
2023
Q3 		– Sell
-12,060
Closed -$217K – 244
2023
Q2 		$217K Hold
12,060
– – ﹤0.01% 221
2023
Q1 		$219K Buy
+12,060
New +$209K ﹤0.01% 219
2022
Q3 		– Sell
-12,790
Closed -$209K – 218
2022
Q2 		$209K Sell
12,790
-145
-1% -$2.57K ﹤0.01% 210
2022
Q1 		$266K Buy
12,935
+1,365
+12% +$29.7K ﹤0.01% 206
2021
Q4 		$292K Buy
+11,570
New +$276K ﹤0.01% 205

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Douglas Lane & Associates's SONY Position: Q3 2023 in Review

Douglas Lane & Associates sold out of Sony (SONY) in Q3 2023, closing a stake of 12,060 shares — an estimated $217K sold.

Douglas Lane & Associates first reported a position in SONY in Q4 2021 and held it in 5 quarters. The position peaked at $292K in Q4 2021. 615 funds tracked by Wall St. Rank hold SONY as of Q3 2023.

  • Douglas Lane & Associates reported no remaining Sony position as of Q3 2023 after selling out during the quarter.
  • Douglas Lane & Associates sold 12,060 Sony shares in Q3 2023, an estimated $217K.
  • Douglas Lane & Associates first reported a position in Sony in Q4 2021 and held it in 5 quarters.
  • Douglas Lane & Associates's Sony position peaked at $292K in Q4 2021.
  • 615 funds tracked by Wall St. Rank held Sony as of Q3 2023.

Based on Douglas Lane & Associates's 13F filing for Q3 2023, filed 16 Oct 2023.