Girard Partners’s Sony SONY Stock Holding History

Girard Partners’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	-1,400	Closed	-$16K	–	731
2018 Q3	$16K	Buy	+1,400	New	+$15.4K	﹤0.01%	645

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

Girard Partners's SONY Position: Q4 2018 in Review

Girard Partners sold out of Sony (SONY) in Q4 2018, closing a stake of 1,400 shares — an estimated $16K sold.

Girard Partners first reported a position in SONY in Q3 2018 and held it in 1 quarter. The position peaked at $16K in Q3 2018. 381 funds tracked by Wall St. Rank hold SONY as of Q4 2018.

Girard Partners reported no remaining Sony position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 1,400 Sony shares in Q4 2018, an estimated $16K.
Girard Partners first reported a position in Sony in Q3 2018 and held it in 1 quarter.
Girard Partners's Sony position peaked at $16K in Q3 2018.
381 funds tracked by Wall St. Rank held Sony as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.