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Miles Capital’s Sony SONY Stock Holding History

Miles 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
2020
Q1 		– Sell
-19,520
Closed -$265K – 174
2019
Q4 		$265K Sell
19,520
-225
-1% -$2.81K 0.21% 128
2019
Q3 		$234K Buy
19,745
+75
+0.4% +$847 0.19% 140
2019
Q2 		$206K Buy
+19,670
New +$193K 0.17% 172
2019
Q1 		– Sell
-20,960
Closed -$202K – 181
2018
Q4 		$202K Buy
20,960
+1,435
+7% +$15.2K 0.2% 143
2018
Q3 		$237K Sell
19,525
-9,720
-33% -$107K 0.19% 149
2018
Q2 		$300K Sell
29,245
-195
-0.7% -$1.9K 0.19% 113
2018
Q1 		$285K Buy
29,440
+3,595
+14% +$35.4K 0.16% 126
2017
Q4 		$232K Buy
+25,845
New +$222K 0.13% 144

Other funds holding SONY

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Aristotle Capital Management
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Bank of America
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BlackRock
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return