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Hillsdale Investment Management’s Sony SONY Stock Holding History

Hillsdale Investment 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
2021
Q1 		– Sell
-400
Closed -$8K – 670
2020
Q4 		$8K Sell
400
-150
-27% -$2.61K ﹤0.01% 527
2020
Q3 		$8K Buy
550
+200
+57% +$3.11K ﹤0.01% 513
2020
Q2 		$5K Buy
+350
New +$4.55K ﹤0.01% 506
2018
Q2 		– Sell
-2,000
Closed -$19K – 546
2018
Q1 		$19K Hold
2,000
– – ﹤0.01% 318
2017
Q4 		$18K Buy
+2,000
New +$17.2K ﹤0.01% 334

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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Hillsdale Investment Management's SONY Position: Q1 2021 in Review

Hillsdale Investment Management sold out of Sony (SONY) in Q1 2021, closing a stake of 400 shares — an estimated $8K sold.

Hillsdale Investment Management first reported a position in SONY in Q4 2017 and held it in 5 quarters. The position peaked at $19K in Q1 2018. 547 funds tracked by Wall St. Rank hold SONY as of Q1 2021.

  • Hillsdale Investment Management reported no remaining Sony position as of Q1 2021 after selling out during the quarter.
  • Hillsdale Investment Management sold 400 Sony shares in Q1 2021, an estimated $8K.
  • Hillsdale Investment Management first reported a position in Sony in Q4 2017 and held it in 5 quarters.
  • Hillsdale Investment Management's Sony position peaked at $19K in Q1 2018.
  • 547 funds tracked by Wall St. Rank held Sony as of Q1 2021.

Based on Hillsdale Investment Management's 13F filing for Q1 2021, filed 22 Apr 2021.