Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
NA
Navellier & Associates’s
Sony
SONY
Stock Holding History
Navellier & Associates’s Portfolio
SONY Stock Details
SONY Fund Activity
Bought
Maintained
Sold
Shares
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
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
GI
GAMCO Investors
Greenwich, Connecticut
$10.2B AUM
30.27%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
GF
Gabelli Funds
Rye, New York
$14.8B AUM
32.24%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close