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Meritage Portfolio Management’s Sony SONY Stock Holding History

Meritage Portfolio 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
2019
Q1 		– Sell
-620,915
Closed -$6M – 199
2018
Q4 		$6M Sell
620,915
-62,570
-9% -$662K 0.68% 35
2018
Q3 		$8.29M Buy
+683,485
New +$7.52M 0.76% 24

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Meritage Portfolio Management's SONY Position: Q1 2019 in Review

Meritage Portfolio Management sold out of Sony (SONY) in Q1 2019, closing a stake of 620,915 shares — an estimated $6M sold.

Meritage Portfolio Management first reported a position in SONY in Q3 2018 and held it in 2 quarters. The position peaked at $8.29M in Q3 2018. 356 funds tracked by Wall St. Rank hold SONY as of Q1 2019.

  • Meritage Portfolio Management reported no remaining Sony position as of Q1 2019 after selling out during the quarter.
  • Meritage Portfolio Management sold 620,915 Sony shares in Q1 2019, an estimated $6M.
  • Meritage Portfolio Management first reported a position in Sony in Q3 2018 and held it in 2 quarters.
  • Meritage Portfolio Management's Sony position peaked at $8.29M in Q3 2018.
  • 356 funds tracked by Wall St. Rank held Sony as of Q1 2019.

Based on Meritage Portfolio Management's 13F filing for Q1 2019, filed 25 Apr 2019.