Loring Wolcott & Coolidge Fiduciary Advisors’s Sony SONY Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2024 Q1	–	Sell	-1,500	Closed	-$29.3K	–	589
2023 Q4	$29.3K	Hold	1,500	–	–	﹤0.01%	435
2023 Q3	$26K	Hold	1,500	–	–	﹤0.01%	461
2023 Q2	$27K	Hold	1,500	–	–	﹤0.01%	479
2023 Q1	$27.2K	Hold	1,500	–	–	﹤0.01%	453
2022 Q4	$22.9K	Hold	1,500	–	–	﹤0.01%	457
2022 Q3	$19K	Hold	1,500	–	–	﹤0.01%	488
2022 Q2	$25K	Sell	1,500 -8,210	-85%	-$145K	﹤0.01%	487
2022 Q1	$199K	Hold	9,710	–	–	﹤0.01%	307
2021 Q4	$245K	Sell	9,710 -50	-0.5%	-$1.19K	﹤0.01%	291
2021 Q3	$216K	Sell	9,760 -810	-8%	-$17K	﹤0.01%	299
2021 Q2	$206K	Buy	+10,570	New	+$214K	﹤0.01%	314
2021 Q1	–	Sell	-1,500	Closed	-$30K	–	641
2020 Q4	$30K	Hold	1,500	–	–	﹤0.01%	472
2020 Q3	$23K	Hold	1,500	–	–	﹤0.01%	457
2020 Q2	$21K	Hold	1,500	–	–	﹤0.01%	441
2020 Q1	$18K	Hold	1,500	–	–	﹤0.01%	478
2019 Q4	$20K	Sell	1,500 -8,900	-86%	-$111K	﹤0.01%	540
2019 Q3	$123K	Buy	+10,400	New	+$117K	﹤0.01%	312

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 $336B AUM 34.66% 1-Year Est. Return

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

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

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

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SONY Position: Q1 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Sony (SONY) in Q1 2024, closing a stake of 1,500 shares — an estimated $29.3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SONY in Q3 2019 and held it in 17 quarters. The position peaked at $245K in Q4 2021. 652 funds tracked by Wall St. Rank hold SONY as of Q1 2024.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Sony position as of Q1 2024 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,500 Sony shares in Q1 2024, an estimated $29.3K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Sony in Q3 2019 and held it in 17 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Sony position peaked at $245K in Q4 2021.
652 funds tracked by Wall St. Rank held Sony as of Q1 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.