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Duff & Phelps Investment Management’s Sony SONY Stock Holding History

Duff & Phelps Investment 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
-202,665
Closed -$2.13M – 232
2019
Q2 		$2.13M Sell
202,665
-329,285
-62% -$3.23M 0.03% 154
2019
Q1 		$4.49M Sell
531,950
-192,000
-27% -$1.8M 0.07% 132
2018
Q4 		$6.99M Sell
723,950
-12,380
-2% -$131K 0.12% 110
2018
Q3 		$8.93M Sell
736,330
-14,300
-2% -$157K 0.14% 113
2018
Q2 		$7.69M Sell
750,630
-8,565
-1% -$83.3K 0.12% 125
2018
Q1 		$7.34M Sell
759,195
-10,730
-1% -$106K 0.11% 127
2017
Q4 		$6.94M Sell
769,925
-19,605
-2% -$168K 0.1% 137
2017
Q3 		$5.89M Sell
789,530
-190,295
-19% -$1.49M 0.08% 150
2017
Q2 		$7.48M Sell
979,825
-6,540
-0.7% -$46.4K 0.11% 133
2017
Q1 		$6.65M Sell
986,365
-44,875
-4% -$280K 0.09% 137
2016
Q4 		$5.8M Buy
1,031,240
+474,590
+85% +$2.88M 0.08% 142
2016
Q3 		$3.7M Buy
+556,650
New +$3.57M 0.05% 152

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
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
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

Duff & Phelps Investment Management's SONY Position: Q3 2019 in Review

Duff & Phelps Investment Management sold out of Sony (SONY) in Q3 2019, closing a stake of 202,665 shares — an estimated $2.13M sold.

Duff & Phelps Investment Management first reported a position in SONY in Q3 2016 and held it in 12 quarters. The position peaked at $8.93M in Q3 2018. 373 funds tracked by Wall St. Rank hold SONY as of Q3 2019.

  • Duff & Phelps Investment Management reported no remaining Sony position as of Q3 2019 after selling out during the quarter.
  • Duff & Phelps Investment Management sold 202,665 Sony shares in Q3 2019, an estimated $2.13M.
  • Duff & Phelps Investment Management first reported a position in Sony in Q3 2016 and held it in 12 quarters.
  • Duff & Phelps Investment Management's Sony position peaked at $8.93M in Q3 2018.
  • 373 funds tracked by Wall St. Rank held Sony as of Q3 2019.

Based on Duff & Phelps Investment Management's 13F filing for Q3 2019, filed 16 Oct 2019.