Hobart Private Capital’s Sony SONY Stock Holding History

Hobart Private Capital’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 Q2	–	Sell	-30,270	Closed	-$293K	–	140
2018 Q1	$293K	Sell	30,270 -1,525	-5%	-$15K	0.26%	92
2017 Q4	$286K	Buy	+31,795	New	+$273K	0.25%	94

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hobart Private Capital's SONY Position: Q2 2018 in Review

Hobart Private Capital sold out of Sony (SONY) in Q2 2018, closing a stake of 30,270 shares — an estimated $293K sold.

Hobart Private Capital first reported a position in SONY in Q4 2017 and held it in 2 quarters. The position peaked at $293K in Q1 2018. 365 funds tracked by Wall St. Rank hold SONY as of Q2 2018.

Hobart Private Capital reported no remaining Sony position as of Q2 2018 after selling out during the quarter.
Hobart Private Capital sold 30,270 Sony shares in Q2 2018, an estimated $293K.
Hobart Private Capital first reported a position in Sony in Q4 2017 and held it in 2 quarters.
Hobart Private Capital's Sony position peaked at $293K in Q1 2018.
365 funds tracked by Wall St. Rank held Sony as of Q2 2018.

Based on Hobart Private Capital's 13F filing for Q2 2018, filed 11 Mar 2024.