Lourd Capital’s Sony SONY Stock Holding History

Lourd Capital’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
2019 Q1	–	Sell	-29,535	Closed	-$285K	–	268
2018 Q4	$285K	Sell	29,535 -330	-1%	-$3.49K	0.02%	203
2018 Q3	$362K	Buy	+29,865	New	+$329K	0.02%	184
2018 Q1	–	Sell	-48,010	Closed	-$432K	–	301
2017 Q4	$432K	Buy	+48,010	New	+$412K	0.03%	178

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

SCP

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

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

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

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Lourd Capital's SONY Position: Q1 2019 in Review

Lourd Capital sold out of Sony (SONY) in Q1 2019, closing a stake of 29,535 shares — an estimated $285K sold.

Lourd Capital first reported a position in SONY in Q4 2017 and held it in 3 quarters. The position peaked at $432K in Q4 2017. 356 funds tracked by Wall St. Rank hold SONY as of Q1 2019.

Lourd Capital reported no remaining Sony position as of Q1 2019 after selling out during the quarter.
Lourd Capital sold 29,535 Sony shares in Q1 2019, an estimated $285K.
Lourd Capital first reported a position in Sony in Q4 2017 and held it in 3 quarters.
Lourd Capital's Sony position peaked at $432K in Q4 2017.
356 funds tracked by Wall St. Rank held Sony as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.