Nelson Capital Management’s Sony SONY Stock Holding History

Nelson Capital 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
2019 Q4	–	Sell	-235	Closed	-$3K	–	258
2019 Q3	$3K	Hold	235	–	–	﹤0.01%	299
2019 Q2	$2K	Hold	235	–	–	﹤0.01%	277
2019 Q1	$2K	Hold	235	–	–	﹤0.01%	251
2018 Q4	$2K	Hold	235	–	–	﹤0.01%	263
2018 Q3	$3K	Buy	+235	New	+$2.59K	﹤0.01%	250

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

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

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

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

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

SCM

Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

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

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Nelson Capital Management's SONY Position: Q4 2019 in Review

Nelson Capital Management sold out of Sony (SONY) in Q4 2019, closing a stake of 235 shares — an estimated $3K sold.

Nelson Capital Management first reported a position in SONY in Q3 2018 and held it in 5 quarters. The position peaked at $3K in Q3 2019. 426 funds tracked by Wall St. Rank hold SONY as of Q4 2019.

Nelson Capital Management reported no remaining Sony position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 235 Sony shares in Q4 2019, an estimated $3K.
Nelson Capital Management first reported a position in Sony in Q3 2018 and held it in 5 quarters.
Nelson Capital Management's Sony position peaked at $3K in Q3 2019.
426 funds tracked by Wall St. Rank held Sony as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.