FourThought Financial’s Sony SONY Stock Holding History

FourThought Financial’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 Q3	$470K	Sell	36,670 -3,335	-8%	-$53.4K	0.07%	184
2022 Q2	$654K	Sell	40,005 -2,085	-5%	-$36.9K	0.1%	150
2022 Q1	$865K	Buy	42,090 +1,720	+4%	+$37.4K	0.11%	136
2021 Q4	$1.02M	Sell	40,370 -345	-0.8%	-$8.21K	0.13%	124
2021 Q3	$900K	Buy	40,715 +4,965	+14%	+$104K	0.12%	134
2021 Q2	$695K	Buy	35,750 +2,720	+8%	+$55.1K	0.09%	171
2021 Q1	$700K	Buy	33,030 +3,645	+12%	+$77K	0.1%	153
2020 Q4	$594K	Buy	+29,385	New	+$511K	0.09%	168

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

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

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

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

ACM

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

FourThought Financial's SONY Position: Q3 2022 in Review

FourThought Financial reduced its Sony (SONY) stake by 8.3% in Q3 2022, selling an estimated $53.4K and leaving 36,670 shares worth $470K. The position accounts for 0.07% of the portfolio, ranked #184.

FourThought Financial first reported a position in SONY in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.02M in Q4 2021. 532 funds tracked by Wall St. Rank hold SONY as of Q3 2022.

FourThought Financial held 36,670 shares of Sony worth $470K as of Q3 2022.
FourThought Financial sold 3,335 Sony shares in Q3 2022, an estimated $53.4K.
Sony made up 0.07% of FourThought Financial's portfolio in Q3 2022, its #184 holding.
FourThought Financial first reported a position in Sony in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Sony position peaked at $1.02M in Q4 2021.
532 funds tracked by Wall St. Rank held Sony as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.