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Kaizen Financial Strategies’s Sony SONY Stock Holding History

Kaizen Financial Strategies’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 		$233K Buy
11,000
+1,000
+10% +$21.1K 0.22% 125
2020
Q4 		$202K Buy
+10,000
New +$174K 0.22% 113

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

Kaizen Financial Strategies's SONY Position: Q1 2021 in Review

Kaizen Financial Strategies increased its Sony (SONY) stake by 10% in Q1 2021, buying an estimated $21.1K and bringing the position to 11,000 shares worth $233K. The position accounts for 0.22% of the portfolio, ranked #125.

Kaizen Financial Strategies first reported a position in SONY in Q4 2020 and has held it in 2 quarters since. 546 funds tracked by Wall St. Rank hold SONY as of Q1 2021.

  • Kaizen Financial Strategies held 11,000 shares of Sony worth $233K as of Q1 2021.
  • Kaizen Financial Strategies bought 1,000 Sony shares in Q1 2021, an estimated $21.1K.
  • Sony made up 0.22% of Kaizen Financial Strategies's portfolio in Q1 2021, its #125 holding.
  • Kaizen Financial Strategies first reported a position in Sony in Q4 2020 and has held it in 2 quarters since.
  • 546 funds tracked by Wall St. Rank held Sony as of Q1 2021.

Based on Kaizen Financial Strategies's 13F filing for Q1 2021, filed 28 May 2021.