Ergoteles’s Sony SONY Stock Holding History

Ergoteles’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 Q4	–	Sell	-73,425	Closed	-$941K	–	1855
2022 Q3	$941K	Buy	+73,425	New	+$1.18M	0.03%	507

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

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

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

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

Ergoteles's SONY Position: Q4 2022 in Review

Ergoteles sold out of Sony (SONY) in Q4 2022, closing a stake of 73,425 shares — an estimated $941K sold.

Ergoteles first reported a position in SONY in Q3 2022 and held it in 1 quarter. The position peaked at $941K in Q3 2022. 578 funds tracked by Wall St. Rank hold SONY as of Q4 2022.

Ergoteles reported no remaining Sony position as of Q4 2022 after selling out during the quarter.
Ergoteles sold 73,425 Sony shares in Q4 2022, an estimated $941K.
Ergoteles first reported a position in Sony in Q3 2022 and held it in 1 quarter.
Ergoteles's Sony position peaked at $941K in Q3 2022.
578 funds tracked by Wall St. Rank held Sony as of Q4 2022.

Based on Ergoteles's 13F filing for Q4 2022, filed 14 Feb 2023.