Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-251,315
Closed -$3.42M 2622
2019
Q4
$3.42M Buy
251,315
+75,490
+43% +$941K 0.03% 733
2019
Q3
$2.08M Buy
175,825
+100,825
+134% +$1.14M 0.02% 1055
2019
Q2
$786K Sell
75,000
-4,580
-6% -$45K 0.01% 1422
2019
Q1
$672K Buy
+79,580
New +$745K 0.01% 1459
2018
Q4
Sell
-71,075
Closed -$752K 2527
2018
Q3
$862K Buy
71,075
+48,075
+209% +$529K 0.01% 1405
2018
Q2
$236K Sell
23,000
-23,620
-51% -$230K ﹤0.01% 1957
2018
Q1
$451K Sell
46,620
-163,380
-78% -$1.61M ﹤0.01% 1556
2017
Q4
$1.89M Buy
210,000
+144,120
+219% +$1.24M 0.01% 1018
2017
Q3
$492K Buy
+65,880
New +$516K ﹤0.01% 1642
2016
Q4
Sell
-57,570
Closed -$382K 2457
2016
Q3
$382K Buy
+57,570
New +$369K ﹤0.01% 1723
2016
Q2
Sell
-66,115
Closed -$340K 2422
2016
Q1
$340K Buy
+66,115
New +$303K ﹤0.01% 1618
2015
Q4
Sell
-5,329,740
Closed -$26.1M 2548
2015
Q3
$26.1M Buy
5,329,740
+5,312,780
+31,325% +$28.3M 0.15% 117
2015
Q2
$96K Sell
16,960
-30,185
-64% -$185K ﹤0.01% 2224
2015
Q1
$253K Buy
+47,145
New +$238K ﹤0.01% 1674
2014
Q4
Sell
-320,840
Closed -$1.16M 2304
2014
Q3
$1.16M Buy
+320,840
New +$1.15M 0.01% 953
2014
Q2
Sell
-250,000
Closed -$956K 2349
2014
Q1
$956K Buy
+250,000
New +$863K 0.01% 940
2013
Q3
Sell
-95,705
Closed -$405K 2169
2013
Q2
$405K Buy
+95,705
New +$359K ﹤0.01% 1163

Other funds holding SONY