Herold Advisors’s Sony SONY Stock Holding History

Herold Advisors’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 Q2	–	Sell	-1,000	Closed	-$20.5K	–	598
2022 Q1	$20.5K	Buy	+1,000	New	+$21.7K	0.01%	506
2021 Q4	–	Sell	-1,000	Closed	-$22K	–	575
2021 Q3	$22K	Buy	+1,000	New	+$20.9K	0.01%	507

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

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

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ACM

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

Herold Advisors's SONY Position: Q2 2022 in Review

Herold Advisors sold out of Sony (SONY) in Q2 2022, closing a stake of 1,000 shares — an estimated $20.5K sold.

Herold Advisors first reported a position in SONY in Q3 2021 and held it in 2 quarters. The position peaked at $22K in Q3 2021. 581 funds tracked by Wall St. Rank hold SONY as of Q2 2022.

Herold Advisors reported no remaining Sony position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 1,000 Sony shares in Q2 2022, an estimated $20.5K.
Herold Advisors first reported a position in Sony in Q3 2021 and held it in 2 quarters.
Herold Advisors's Sony position peaked at $22K in Q3 2021.
581 funds tracked by Wall St. Rank held Sony as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.