Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s Sony SONY Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
Q4 		– Sell
-15,290
Closed -$252K – 574
2023
Q3 		$252K Sell
15,290
-915
-6% -$16K ﹤0.01% 537
2023
Q2 		$292K Sell
16,205
-15,295
-49% -$287K ﹤0.01% 610
2023
Q1 		$571K Sell
31,500
-22,000
-41% -$381K ﹤0.01% 548
2022
Q4 		$816K Hold
53,500
– – ﹤0.01% 531
2022
Q3 		$685K Buy
+53,500
New +$857K ﹤0.01% 541

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM

Grantham, Mayo, Van Otterloo & Co (GMO)'s SONY Position: Q4 2023 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Sony (SONY) in Q4 2023, closing a stake of 15,290 shares — an estimated $252K sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in SONY in Q3 2022 and held it in 5 quarters. The position peaked at $816K in Q4 2022. 655 funds tracked by Wall St. Rank hold SONY as of Q4 2023.

  • Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Sony position as of Q4 2023 after selling out during the quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 15,290 Sony shares in Q4 2023, an estimated $252K.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Sony in Q3 2022 and held it in 5 quarters.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Sony position peaked at $816K in Q4 2022.
  • 655 funds tracked by Wall St. Rank held Sony as of Q4 2023.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q4 2023, filed 13 Feb 2024.