KB Financial Partners’s Sony SONY Stock Holding History

KB Financial Partners’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	$26K	Sell	1,595 -5	-0.3%	-$87	0.01%	329
2023 Q2	$29K	Sell	1,600 -10	-0.6%	-$188	0.01%	330
2023 Q1	$29K	Sell	1,610 -290	-15%	-$5.03K	0.01%	322
2022 Q4	$29K	Buy	1,900 +830	+78%	+$12.4K	0.01%	316
2022 Q3	$14K	Sell	1,070 -10	-0.9%	-$160	0.01%	359
2022 Q2	$18K	Sell	1,080 -30	-3%	-$531	0.01%	341
2022 Q1	$23K	Sell	1,110 -620	-36%	-$13.5K	0.01%	343
2021 Q4	$44K	Buy	+1,730	New	+$41.2K	0.01%	303
2021 Q3	–	Sell	-1,765	Closed	-$34K	–	511
2021 Q2	$34K	Buy	1,765 +1,195	+210%	+$24.2K	0.01%	299
2021 Q1	$12K	Buy	+570	New	+$12K	0.01%	426

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

KB Financial Partners's SONY Position: Q3 2023 in Review

KB Financial Partners reduced its Sony (SONY) stake by 0.31% in Q3 2023, selling an estimated $87 and leaving 1,595 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #329.

KB Financial Partners first reported a position in SONY in Q1 2021 and has held it in 10 quarters since. The position peaked at $44K in Q4 2021. 615 funds tracked by Wall St. Rank hold SONY as of Q3 2023.

KB Financial Partners held 1,595 shares of Sony worth $26K as of Q3 2023.
KB Financial Partners sold 5 Sony shares in Q3 2023, an estimated $87.
Sony made up 0.01% of KB Financial Partners's portfolio in Q3 2023, its #329 holding.
KB Financial Partners first reported a position in Sony in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's Sony position peaked at $44K in Q4 2021.
615 funds tracked by Wall St. Rank held Sony as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.