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Financial Gravity Companies’s Sony SONY Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$491K Buy
+53,200
New +$563K 0.45% 34
2018
Q1 		$364K Buy
38,965
+12,805
+49% +$126K 0.37% 44
2017
Q4 		$251K Buy
+26,160
New +$225K 0.29% 64

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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Gravity Companies's SONY Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Sony (SONY) in Q4 2018: 53,200 shares worth $491K. The stake represents 0.45% of the portfolio and ranks #34 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SONY as recently as Q1 2018.

Financial Gravity Companies first reported a position in SONY in Q4 2017 and has held it in 3 quarters since. 381 funds tracked by Wall St. Rank hold SONY as of Q4 2018.

  • Financial Gravity Companies held 53,200 shares of Sony worth $491K as of Q4 2018.
  • Sony was a new Financial Gravity Companies position in Q4 2018.
  • Sony made up 0.45% of Financial Gravity Companies's portfolio in Q4 2018, its #34 holding.
  • Financial Gravity Companies first reported a position in Sony in Q4 2017 and has held it in 3 quarters since.
  • 381 funds tracked by Wall St. Rank held Sony as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.