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Knollwood Investment Advisory’s Sony SONY Stock Holding History

Knollwood Investment Advisory’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
-25,450
Closed -$458K – 125
2023
Q2 		$458K Hold
25,450
– – 0.15% 100
2023
Q1 		$461K Hold
25,450
– – 0.09% 107
2022
Q4 		$388K Buy
+25,450
New +$380K 0.15% 102

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Knollwood Investment Advisory's SONY Position: Q3 2023 in Review

Knollwood Investment Advisory sold out of Sony (SONY) in Q3 2023, closing a stake of 25,450 shares — an estimated $458K sold.

Knollwood Investment Advisory first reported a position in SONY in Q4 2022 and held it in 3 quarters. The position peaked at $461K in Q1 2023. 616 funds tracked by Wall St. Rank hold SONY as of Q3 2023.

  • Knollwood Investment Advisory reported no remaining Sony position as of Q3 2023 after selling out during the quarter.
  • Knollwood Investment Advisory sold 25,450 Sony shares in Q3 2023, an estimated $458K.
  • Knollwood Investment Advisory first reported a position in Sony in Q4 2022 and held it in 3 quarters.
  • Knollwood Investment Advisory's Sony position peaked at $461K in Q1 2023.
  • 616 funds tracked by Wall St. Rank held Sony as of Q3 2023.

Based on Knollwood Investment Advisory's 13F filing for Q3 2023, filed 14 Nov 2023.