Lee Capital Management’s Sony SONY Stock Holding History

Lee Capital Management’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
2018 Q1	–	Sell	-70,000	Closed	-$629K	–	87
2017 Q4	$629K	Sell	70,000 -5,000	-7%	-$42.9K	0.53%	62
2017 Q3	$560K	Sell	75,000 -65,000	-46%	-$509K	0.45%	72
2017 Q2	$1.07M	Sell	140,000 -10,000	-7%	-$71K	0.95%	42
2017 Q1	$1.01M	Buy	150,000 +50,000	+50%	+$312K	0.9%	50
2016 Q4	$561K	Buy	+100,000	New	+$608K	0.53%	68

Other funds holding SONY

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

MPMG

Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return

Lee Capital Management's SONY Position: Q1 2018 in Review

Lee Capital Management sold out of Sony (SONY) in Q1 2018, closing a stake of 70,000 shares — an estimated $629K sold.

Lee Capital Management first reported a position in SONY in Q4 2016 and held it in 5 quarters. The position peaked at $1.07M in Q2 2017. 348 funds tracked by Wall St. Rank hold SONY as of Q1 2018.

Lee Capital Management reported no remaining Sony position as of Q1 2018 after selling out during the quarter.
Lee Capital Management sold 70,000 Sony shares in Q1 2018, an estimated $629K.
Lee Capital Management first reported a position in Sony in Q4 2016 and held it in 5 quarters.
Lee Capital Management's Sony position peaked at $1.07M in Q2 2017.
348 funds tracked by Wall St. Rank held Sony as of Q1 2018.

Based on Lee Capital Management's 13F filing for Q1 2018, filed 11 May 2018.