MUFG Americas’s Sony SONY Stock Holding History

MUFG Americas’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 Q4	–	Sell	-4,150	Closed	-$53K	–	712
2022 Q3	$53K	Hold	4,150	–	–	﹤0.01%	488
2022 Q2	$68K	Hold	4,150	–	–	﹤0.01%	480
2022 Q1	$85K	Buy	4,150 +730	+21%	+$15.9K	﹤0.01%	470
2021 Q4	$86K	Hold	3,420	–	–	﹤0.01%	475
2021 Q3	$76K	Hold	3,420	–	–	﹤0.01%	476
2021 Q2	$66K	Sell	3,420 -845	-20%	-$17.1K	﹤0.01%	463
2021 Q1	$90K	Sell	4,265 -250	-6%	-$5.28K	﹤0.01%	458
2020 Q4	$91K	Buy	4,515 +390	+9%	+$6.78K	﹤0.01%	450
2020 Q3	$63K	Sell	4,125 -70	-2%	-$1.09K	﹤0.01%	462
2020 Q2	$58K	Hold	4,195	–	–	﹤0.01%	473
2020 Q1	$50K	Hold	4,195	–	–	﹤0.01%	490
2019 Q4	$57K	Hold	4,195	–	–	﹤0.01%	526
2019 Q3	$50K	Hold	4,195	–	–	﹤0.01%	539
2019 Q2	$44K	Hold	4,195	–	–	﹤0.01%	540
2019 Q1	$35K	Hold	4,195	–	–	﹤0.01%	563
2018 Q4	$41K	Buy	4,195 +320	+8%	+$3.39K	﹤0.01%	506
2018 Q3	$47K	Buy	+3,875	New	+$42.7K	﹤0.01%	526
2016 Q2	–	Sell	-1,250	Closed	-$6K	–	1189
2016 Q1	$6K	Buy	1,250 +825	+194%	+$3.78K	﹤0.01%	911
2015 Q4	$2K	Buy	+425	New	+$2.25K	﹤0.01%	1006

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

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

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

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

MUFG Americas's SONY Position: Q4 2022 in Review

MUFG Americas sold out of Sony (SONY) in Q4 2022, closing a stake of 4,150 shares — an estimated $53K sold.

MUFG Americas first reported a position in SONY in Q4 2015 and held it in 19 quarters. The position peaked at $91K in Q4 2020. 578 funds tracked by Wall St. Rank hold SONY as of Q4 2022.

MUFG Americas reported no remaining Sony position as of Q4 2022 after selling out during the quarter.
MUFG Americas sold 4,150 Sony shares in Q4 2022, an estimated $53K.
MUFG Americas first reported a position in Sony in Q4 2015 and held it in 19 quarters.
MUFG Americas's Sony position peaked at $91K in Q4 2020.
578 funds tracked by Wall St. Rank held Sony as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.