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Leuthold Group’s Sony SONY Stock Holding History

Leuthold Group’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
Q1 		– Sell
-21,100
Closed -$533K – 221
2021
Q4 		$533K Sell
21,100
-129,015
-86% -$3.07M 0.06% 136
2021
Q3 		$3.32M Buy
150,115
+395
+0.3% +$8.27K 0.41% 91
2021
Q2 		$2.91M Sell
149,720
-2,805
-2% -$56.8K 0.36% 104
2021
Q1 		$3.23M Buy
152,525
+8,640
+6% +$182K 0.41% 90
2020
Q4 		$2.91M Sell
143,885
-6,320
-4% -$110K 0.38% 88
2020
Q3 		$2.31M Buy
+150,205
New +$2.34M 0.32% 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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Bank of America
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Leuthold Group's SONY Position: Q1 2022 in Review

Leuthold Group sold out of Sony (SONY) in Q1 2022, closing a stake of 21,100 shares — an estimated $533K sold.

Leuthold Group first reported a position in SONY in Q3 2020 and held it in 6 quarters. The position peaked at $3.32M in Q3 2021. 607 funds tracked by Wall St. Rank hold SONY as of Q1 2022.

  • Leuthold Group reported no remaining Sony position as of Q1 2022 after selling out during the quarter.
  • Leuthold Group sold 21,100 Sony shares in Q1 2022, an estimated $533K.
  • Leuthold Group first reported a position in Sony in Q3 2020 and held it in 6 quarters.
  • Leuthold Group's Sony position peaked at $3.32M in Q3 2021.
  • 607 funds tracked by Wall St. Rank held Sony as of Q1 2022.

Based on Leuthold Group's 13F filing for Q1 2022, filed 4 May 2022.