Fund Evaluation Group’s Sony SONY Stock Holding History

Fund Evaluation Group’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	–	Sell	-128,295	Closed	-$1.56M	–	81
2018 Q3	$1.56M	Sell	128,295 -17,535	-12%	-$193K	0.26%	41
2018 Q2	$1.5M	Buy	+145,830	New	+$1.42M	0.24%	45

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fund Evaluation Group's SONY Position: Q4 2018 in Review

Fund Evaluation Group sold out of Sony (SONY) in Q4 2018, closing a stake of 128,295 shares — an estimated $1.56M sold.

Fund Evaluation Group first reported a position in SONY in Q2 2018 and held it in 2 quarters. The position peaked at $1.56M in Q3 2018. 381 funds tracked by Wall St. Rank hold SONY as of Q4 2018.

Fund Evaluation Group reported no remaining Sony position as of Q4 2018 after selling out during the quarter.
Fund Evaluation Group sold 128,295 Sony shares in Q4 2018, an estimated $1.56M.
Fund Evaluation Group first reported a position in Sony in Q2 2018 and held it in 2 quarters.
Fund Evaluation Group's Sony position peaked at $1.56M in Q3 2018.
381 funds tracked by Wall St. Rank held Sony as of Q4 2018.

Based on Fund Evaluation Group's 13F filing for Q4 2018, filed 12 Feb 2019.