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Edmond de Rothschild Holding’s Sony SONY Stock Holding History

Edmond de Rothschild Holding’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
Q3 		– Sell
-125,000
Closed -$4K – 856
2021
Q2 		$4K Hold
125,000
– – ﹤0.01% 784
2021
Q1 		$29K Buy
+125,000
New +$2.64M ﹤0.01% 649

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
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
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

Edmond de Rothschild Holding's SONY Position: Q4 2022 in Review

Edmond de Rothschild Holding sold out of Sony (SONY) in Q4 2022, closing a stake of 1,000 shares — an estimated $13K sold.

Edmond de Rothschild Holding first reported a position in SONY in Q1 2016 and held it in 4 quarters. The position peaked at $356K in Q4 2021. 579 funds tracked by Wall St. Rank hold SONY as of Q4 2022.

  • Edmond de Rothschild Holding reported no remaining Sony position as of Q4 2022 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 1,000 Sony shares in Q4 2022, an estimated $13K.
  • Edmond de Rothschild Holding first reported a position in Sony in Q1 2016 and held it in 4 quarters.
  • Edmond de Rothschild Holding's Sony position peaked at $356K in Q4 2021.
  • 579 funds tracked by Wall St. Rank held Sony as of Q4 2022.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2022, filed 9 Feb 2023.