Morse Asset Management’s Sony SONY Stock Holding History

Morse Asset 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
2023 Q3	–	Sell	-70,970	Closed	-$1.28M	–	144
2023 Q2	$1.28M	Buy	70,970 +34,190	+93%	+$641K	0.39%	69
2023 Q1	$667K	Buy	+36,780	New	+$637K	0.23%	95
2022 Q1	–	Sell	-19,800	Closed	-$501K	–	183
2021 Q4	$501K	Buy	+19,800	New	+$471K	0.11%	119

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FMI

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morse Asset Management's SONY Position: Q3 2023 in Review

Morse Asset Management sold out of Sony (SONY) in Q3 2023, closing a stake of 70,970 shares — an estimated $1.28M sold.

Morse Asset Management first reported a position in SONY in Q4 2021 and held it in 3 quarters. The position peaked at $1.28M in Q2 2023. 615 funds tracked by Wall St. Rank hold SONY as of Q3 2023.

Morse Asset Management reported no remaining Sony position as of Q3 2023 after selling out during the quarter.
Morse Asset Management sold 70,970 Sony shares in Q3 2023, an estimated $1.28M.
Morse Asset Management first reported a position in Sony in Q4 2021 and held it in 3 quarters.
Morse Asset Management's Sony position peaked at $1.28M in Q2 2023.
615 funds tracked by Wall St. Rank held Sony as of Q3 2023.

Based on Morse Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.