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Navellier & Associates’s Sony SONY Stock Holding History

Navellier & Associates’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
2018
Q2 		– Sell
-248,880
Closed -$2.41M – 337
2018
Q1 		$2.41M Buy
248,880
+114,925
+86% +$1.13M 0.36% 84
2017
Q4 		$1.2M Buy
+133,955
New +$1.15M 0.23% 119
2016
Q2 		– Sell
-540
Closed -$3K – 277
2016
Q1 		$3K Buy
+540
New +$2.48K ﹤0.01% 236
2015
Q4 		– Sell
-6,235
Closed -$31K – 300
2015
Q3 		$31K Sell
6,235
-44,125
-88% -$235K ﹤0.01% 270
2015
Q2 		$286K Buy
50,360
+4,420
+10% +$27.1K 0.03% 291
2015
Q1 		$246K Buy
+45,940
New +$232K 0.02% 305
2014
Q2 		– Sell
-116,375
Closed -$445K – 354
2014
Q1 		$445K Sell
116,375
-2,285
-2% -$7.89K 0.02% 197
2013
Q4 		$410K Buy
118,660
+14,295
+14% +$52.8K 0.02% 211
2013
Q3 		$449K Buy
104,365
+43,520
+72% +$184K 0.01% 179
2013
Q2 		$258K Buy
+60,845
New +$229K 0.01% 230

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Navellier & Associates's SONY Position: Q2 2018 in Review

Navellier & Associates sold out of Sony (SONY) in Q2 2018, closing a stake of 248,880 shares — an estimated $2.41M sold.

Navellier & Associates first reported a position in SONY in Q2 2013 and held it in 10 quarters. The position peaked at $2.41M in Q1 2018. 365 funds tracked by Wall St. Rank hold SONY as of Q2 2018.

  • Navellier & Associates reported no remaining Sony position as of Q2 2018 after selling out during the quarter.
  • Navellier & Associates sold 248,880 Sony shares in Q2 2018, an estimated $2.41M.
  • Navellier & Associates first reported a position in Sony in Q2 2013 and held it in 10 quarters.
  • Navellier & Associates's Sony position peaked at $2.41M in Q1 2018.
  • 365 funds tracked by Wall St. Rank held Sony as of Q2 2018.

Based on Navellier & Associates's 13F filing for Q2 2018, filed 6 Aug 2018.