KCL Capital’s Sony SONY Stock Holding History

KCL 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
2021 Q1	–	Sell	-700,000	Closed	-$14.2M	–	88
2020 Q4	$14.2M	Sell	700,000 -50,000	-7%	-$870K	1.37%	20
2020 Q3	$11.5M	Buy	+750,000	New	+$11.7M	1.09%	25

Other funds holding SONY

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

KCL Capital's SONY Position: Q1 2021 in Review

KCL Capital sold out of Sony (SONY) in Q1 2021, closing a stake of 700,000 shares — an estimated $14.2M sold.

KCL Capital first reported a position in SONY in Q3 2020 and held it in 2 quarters. The position peaked at $14.2M in Q4 2020. 547 funds tracked by Wall St. Rank hold SONY as of Q1 2021.

KCL Capital reported no remaining Sony position as of Q1 2021 after selling out during the quarter.
KCL Capital sold 700,000 Sony shares in Q1 2021, an estimated $14.2M.
KCL Capital first reported a position in Sony in Q3 2020 and held it in 2 quarters.
KCL Capital's Sony position peaked at $14.2M in Q4 2020.
547 funds tracked by Wall St. Rank held Sony as of Q1 2021.

Based on KCL Capital's 13F filing for Q1 2021, filed 17 May 2021.