Mid Atlantic Financial Management’s Sony SONY Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$921K	Buy	41,630 +1,740	+4%	+$36.4K	0.06%	278
2021 Q2	$776K	Sell	39,890 -90	-0.2%	-$1.82K	0.05%	326
2021 Q1	$848K	Sell	39,980 -5,570	-12%	-$118K	0.06%	282
2020 Q4	$921K	Buy	45,550 +3,245	+8%	+$56.4K	0.07%	246
2020 Q3	$733K	Buy	42,305 +21,105	+100%	+$328K	0.06%	270
2020 Q2	$293K	Sell	21,200 -8,685	-29%	-$113K	0.03%	486
2020 Q1	$354K	Buy	29,885 +8,025	+37%	+$105K	0.04%	389
2019 Q4	$297K	Buy	21,860 +10	+0%	+$125	0.03%	529
2019 Q3	$258K	Buy	+21,850	New	+$247K	0.03%	553

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Mid Atlantic Financial Management's SONY Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Sony (SONY) stake by 4.4% in Q3 2021, buying an estimated $36.4K and bringing the position to 41,630 shares worth $921K. The position accounts for 0.06% of the portfolio, ranked #278.

Mid Atlantic Financial Management first reported a position in SONY in Q3 2019 and has held it in 9 quarters since. 569 funds tracked by Wall St. Rank hold SONY as of Q3 2021.

Mid Atlantic Financial Management held 41,630 shares of Sony worth $921K as of Q3 2021.
Mid Atlantic Financial Management bought 1,740 Sony shares in Q3 2021, an estimated $36.4K.
Sony made up 0.06% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #278 holding.
Mid Atlantic Financial Management first reported a position in Sony in Q3 2019 and has held it in 9 quarters since.
569 funds tracked by Wall St. Rank held Sony as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.