GCM
SONY icon

Gladstone Capital Management’s Sony SONY Stock Holding History

Gladstone Capital Management’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
2023
Q3 		– Sell
-2,395,260
Closed -$43.1M – 18
2023
Q2 		$43.1M Buy
+2,395,260
New +$44.9M 4.75% 11

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Gladstone Capital Management's SONY Position: Q3 2023 in Review

Gladstone Capital Management sold out of Sony (SONY) in Q3 2023, closing a stake of 2,395,260 shares — an estimated $43.1M sold.

Gladstone Capital Management first reported a position in SONY in Q2 2023 and held it in 1 quarter. The position peaked at $43.1M in Q2 2023. 615 funds tracked by Wall St. Rank hold SONY as of Q3 2023.

  • Gladstone Capital Management reported no remaining Sony position as of Q3 2023 after selling out during the quarter.
  • Gladstone Capital Management sold 2,395,260 Sony shares in Q3 2023, an estimated $43.1M.
  • Gladstone Capital Management first reported a position in Sony in Q2 2023 and held it in 1 quarter.
  • Gladstone Capital Management's Sony position peaked at $43.1M in Q2 2023.
  • 615 funds tracked by Wall St. Rank held Sony as of Q3 2023.

Based on Gladstone Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.