L.J. Altfest & Co’s Sony SONY Stock Holding History

L.J. Altfest & Co’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
2022 Q3	–	Sell	-17,040	Closed	-$279K	–	278
2022 Q2	$279K	Sell	17,040 -75	-0.4%	-$1.33K	0.05%	209
2022 Q1	$352K	Buy	17,115 +355	+2%	+$7.72K	0.06%	190
2021 Q4	$424K	Buy	16,760 +45	+0.3%	+$1.07K	0.08%	170
2021 Q3	$370K	Buy	16,715 +3,760	+29%	+$78.7K	0.08%	178
2021 Q2	$252K	Buy	+12,955	New	+$263K	0.05%	229

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

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

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

FMI

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

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

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

ACM

Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

L.J. Altfest & Co's SONY Position: Q3 2022 in Review

L.J. Altfest & Co sold out of Sony (SONY) in Q3 2022, closing a stake of 17,040 shares — an estimated $279K sold.

L.J. Altfest & Co first reported a position in SONY in Q2 2021 and held it in 5 quarters. The position peaked at $424K in Q4 2021. 531 funds tracked by Wall St. Rank hold SONY as of Q3 2022.

L.J. Altfest & Co reported no remaining Sony position as of Q3 2022 after selling out during the quarter.
L.J. Altfest & Co sold 17,040 Sony shares in Q3 2022, an estimated $279K.
L.J. Altfest & Co first reported a position in Sony in Q2 2021 and held it in 5 quarters.
L.J. Altfest & Co's Sony position peaked at $424K in Q4 2021.
531 funds tracked by Wall St. Rank held Sony as of Q3 2022.

Based on L.J. Altfest & Co's 13F filing for Q3 2022, filed 15 Nov 2022.