Migdal Insurance & Financial Holdings’s Sony SONY Stock Holding History

Migdal Insurance & Financial Holdings’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	–	Sell	-1,850,000	Closed	-$38M	–	640
2022 Q1	$38M	Buy	+1,850,000	New	+$40.2M	0.66%	53
2021 Q1	–	Sell	-78,760	Closed	-$1.58M	–	723
2020 Q4	$1.58M	Sell	78,760 -53,960	-41%	-$938K	0.02%	161
2020 Q3	$2.06M	Buy	132,720 +86,195	+185%	+$1.34M	0.03%	196
2020 Q2	$639K	Buy	46,525 +12,825	+38%	+$167K	0.01%	278
2020 Q1	$399K	Sell	33,700 -14,125	-30%	-$185K	0.01%	254
2019 Q4	$650K	Sell	47,825 -39,455	-45%	-$492K	0.01%	263
2019 Q3	$1.03M	Sell	87,280 -5,835	-6%	-$65.9K	0.02%	242
2019 Q2	$976K	Buy	+93,115	New	+$914K	0.03%	240

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

Migdal Insurance & Financial Holdings's SONY Position: Q2 2022 in Review

Migdal Insurance & Financial Holdings sold out of Sony (SONY) in Q2 2022, closing a stake of 1,850,000 shares — an estimated $38M sold.

Migdal Insurance & Financial Holdings first reported a position in SONY in Q2 2019 and held it in 8 quarters. The position peaked at $38M in Q1 2022. 582 funds tracked by Wall St. Rank hold SONY as of Q2 2022.

Migdal Insurance & Financial Holdings reported no remaining Sony position as of Q2 2022 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 1,850,000 Sony shares in Q2 2022, an estimated $38M.
Migdal Insurance & Financial Holdings first reported a position in Sony in Q2 2019 and held it in 8 quarters.
Migdal Insurance & Financial Holdings's Sony position peaked at $38M in Q1 2022.
582 funds tracked by Wall St. Rank held Sony as of Q2 2022.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2022, filed 10 Aug 2022.