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Intersect Capital’s Sony SONY Stock Holding History

Intersect 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
2022
Q2 		– Sell
-17,295
Closed -$355K – 436
2022
Q1 		$355K Sell
17,295
-1,930
-10% -$41.9K 0.07% 276
2021
Q4 		$486K Buy
19,225
+130
+0.7% +$3.1K 0.09% 204
2021
Q3 		$422K Buy
19,095
+2,860
+18% +$59.9K 0.07% 216
2021
Q2 		$316K Sell
16,235
-1,275
-7% -$25.8K 0.06% 255
2021
Q1 		$371K Buy
17,510
+2,145
+14% +$45.3K 0.08% 211
2020
Q4 		$311K Buy
+15,365
New +$267K 0.07% 209

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ACM
Anomaly Capital Management New York $2.62B AUM 23.26% 1-Year Est. Return

Intersect Capital's SONY Position: Q2 2022 in Review

Intersect Capital sold out of Sony (SONY) in Q2 2022, closing a stake of 17,295 shares — an estimated $355K sold.

Intersect Capital first reported a position in SONY in Q4 2020 and held it in 6 quarters. The position peaked at $486K in Q4 2021. 582 funds tracked by Wall St. Rank hold SONY as of Q2 2022.

  • Intersect Capital reported no remaining Sony position as of Q2 2022 after selling out during the quarter.
  • Intersect Capital sold 17,295 Sony shares in Q2 2022, an estimated $355K.
  • Intersect Capital first reported a position in Sony in Q4 2020 and held it in 6 quarters.
  • Intersect Capital's Sony position peaked at $486K in Q4 2021.
  • 582 funds tracked by Wall St. Rank held Sony as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.