Equitable Trust’s Sony SONY Stock Holding History

Equitable Trust’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
2022 Q2	–	Sell	-10,275	Closed	-$211K	–	417
2022 Q1	$211K	Buy	+10,275	New	+$223K	0.01%	379

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

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

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ACM

Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

Equitable Trust's SONY Position: Q2 2022 in Review

Equitable Trust sold out of Sony (SONY) in Q2 2022, closing a stake of 10,275 shares — an estimated $211K sold.

Equitable Trust first reported a position in SONY in Q1 2022 and held it in 1 quarter. The position peaked at $211K in Q1 2022. 581 funds tracked by Wall St. Rank hold SONY as of Q2 2022.

Equitable Trust reported no remaining Sony position as of Q2 2022 after selling out during the quarter.
Equitable Trust sold 10,275 Sony shares in Q2 2022, an estimated $211K.
Equitable Trust first reported a position in Sony in Q1 2022 and held it in 1 quarter.
Equitable Trust's Sony position peaked at $211K in Q1 2022.
581 funds tracked by Wall St. Rank held Sony as of Q2 2022.

Based on Equitable Trust's 13F filing for Q2 2022, filed 15 Jul 2022.