Elm Advisors’s Sony SONY Stock Holding History

Elm Advisors’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 Q1	–	Sell	-875	Closed	-$18K	–	224
2020 Q4	$18K	Buy	+875	New	+$15.2K	0.01%	212
2018 Q4	–	Sell	-1,775	Closed	-$22K	–	232
2018 Q3	$22K	Buy	+1,775	New	+$19.5K	0.01%	213

Other funds holding SONY

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Elm Advisors's SONY Position: Q1 2021 in Review

Elm Advisors sold out of Sony (SONY) in Q1 2021, closing a stake of 875 shares — an estimated $18K sold.

Elm Advisors first reported a position in SONY in Q3 2018 and held it in 2 quarters. The position peaked at $22K in Q3 2018. 546 funds tracked by Wall St. Rank hold SONY as of Q1 2021.

Elm Advisors reported no remaining Sony position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 875 Sony shares in Q1 2021, an estimated $18K.
Elm Advisors first reported a position in Sony in Q3 2018 and held it in 2 quarters.
Elm Advisors's Sony position peaked at $22K in Q3 2018.
546 funds tracked by Wall St. Rank held Sony as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.