Loveless Wealth Management’s Sony SONY Stock Holding History

Loveless 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
2022 Q2	$583K	Hold	35,625	–	–	0.38%	80
2022 Q1	$732K	Buy	35,625 +450	+1%	+$9.78K	0.41%	77
2021 Q4	$889K	Sell	35,175 -175	-0.5%	-$4.17K	0.49%	66
2021 Q3	$782K	Buy	35,350 +2,020	+6%	+$42.3K	0.48%	68
2021 Q2	$648K	Buy	33,330 +1,125	+3%	+$22.8K	0.39%	78
2021 Q1	$683K	Buy	32,205 +450	+1%	+$9.5K	0.45%	70
2020 Q4	$642K	Sell	31,755 -25	-0.1%	-$435	0.47%	67
2020 Q3	$488K	Buy	31,780 +6,260	+25%	+$97.4K	0.41%	72
2020 Q2	$353K	Buy	25,520 +1,775	+7%	+$23.1K	0.33%	80
2020 Q1	$281K	Buy	23,745 +7,425	+45%	+$97.3K	0.33%	77
2019 Q4	$222K	Buy	+16,320	New	+$203K	0.19%	111

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

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

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

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

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ACM

Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

Loveless Wealth Management's SONY Position: Q2 2022 in Review

Loveless Wealth Management held its Sony (SONY) position steady in Q2 2022 at 35,625 shares worth $583K. The position accounts for 0.38% of the portfolio, ranked #80.

Loveless Wealth Management first reported a position in SONY in Q4 2019 and has held it in 11 quarters since. The position peaked at $889K in Q4 2021. 581 funds tracked by Wall St. Rank hold SONY as of Q2 2022.

Loveless Wealth Management held 35,625 shares of Sony worth $583K as of Q2 2022.
Loveless Wealth Management left its Sony share count unchanged in Q2 2022.
Sony made up 0.38% of Loveless Wealth Management's portfolio in Q2 2022, its #80 holding.
Loveless Wealth Management first reported a position in Sony in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's Sony position peaked at $889K in Q4 2021.
581 funds tracked by Wall St. Rank held Sony as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.