Lenox Wealth Management’s Sony SONY Stock Holding History

Lenox Wealth 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
2020 Q2	$1.61M	Buy	116,800 +2,260	+2%	+$29.4K	0.49%	37
2020 Q1	$1.35M	Sell	114,540 -5,000	-4%	-$65.5K	0.47%	38
2019 Q4	$1.63M	Sell	119,540 -11,885	-9%	-$148K	0.46%	40
2019 Q3	$1.55M	Sell	131,425 -1,735	-1%	-$19.6K	0.45%	39
2019 Q2	$1.4M	Buy	133,160 +1,385	+1%	+$13.6K	0.42%	41
2019 Q1	$1.11M	Buy	131,775 +2,400	+2%	+$22.5K	0.35%	50
2018 Q4	$1.25M	Sell	129,375 -3,890	-3%	-$41.2K	0.42%	42
2018 Q3	$1.62M	Sell	133,265 -230	-0.2%	-$2.53K	0.48%	41
2018 Q2	$1.37M	Buy	133,495 +7,925	+6%	+$77.1K	0.44%	41
2018 Q1	$1.21M	Buy	125,570 +125,540	+418,467%	+$1.24M	0.39%	56
2017 Q4	$0	Buy	+30	New	+$258	﹤0.01%	510

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

FMI

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

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

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PPA

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

Lenox Wealth Management's SONY Position: Q2 2020 in Review

Lenox Wealth Management increased its Sony (SONY) stake by 2% in Q2 2020, buying an estimated $29.4K and bringing the position to 116,800 shares worth $1.61M. The position accounts for 0.49% of the portfolio, ranked #37.

Lenox Wealth Management first reported a position in SONY in Q4 2017 and has held it in 11 quarters since. The position peaked at $1.63M in Q4 2019. 445 funds tracked by Wall St. Rank hold SONY as of Q2 2020.

Lenox Wealth Management held 116,800 shares of Sony worth $1.61M as of Q2 2020.
Lenox Wealth Management bought 2,260 Sony shares in Q2 2020, an estimated $29.4K.
Sony made up 0.49% of Lenox Wealth Management's portfolio in Q2 2020, its #37 holding.
Lenox Wealth Management first reported a position in Sony in Q4 2017 and has held it in 11 quarters since.
Lenox Wealth Management's Sony position peaked at $1.63M in Q4 2019.
445 funds tracked by Wall St. Rank held Sony as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.