Jump Financial’s Sony SONY Stock Holding History

Jump Financial’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
2023 Q3	–	Sell	-52,635	Closed	-$948K	–	2228
2023 Q2	$948K	Buy	+52,635	New	+$987K	0.03%	706
2020 Q4	–	Sell	-29,540	Closed	-$453K	–	1162
2020 Q3	$453K	Buy	+29,540	New	+$459K	0.09%	359

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Jump Financial's SONY Position: Q3 2023 in Review

Jump Financial sold out of Sony (SONY) in Q3 2023, closing a stake of 52,635 shares — an estimated $948K sold.

Jump Financial first reported a position in SONY in Q3 2020 and held it in 2 quarters. The position peaked at $948K in Q2 2023. 615 funds tracked by Wall St. Rank hold SONY as of Q3 2023.

Jump Financial reported no remaining Sony position as of Q3 2023 after selling out during the quarter.
Jump Financial sold 52,635 Sony shares in Q3 2023, an estimated $948K.
Jump Financial first reported a position in Sony in Q3 2020 and held it in 2 quarters.
Jump Financial's Sony position peaked at $948K in Q2 2023.
615 funds tracked by Wall St. Rank held Sony as of Q3 2023.

Based on Jump Financial's 13F filing for Q3 2023, filed 7 Nov 2023.