NS
SONY icon

Newman & Schimel’s Sony SONY Stock Holding History

Newman & Schimel’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 		$231K Buy
+15,125
New +$226K 0.1% 47

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Newman & Schimel's SONY Position: Q4 2022 in Review

Newman & Schimel opened a new position in Sony (SONY) in Q4 2022: 15,125 shares worth $231K. The stake represents 0.1% of the portfolio and ranks #47 among its holdings.

578 funds tracked by Wall St. Rank hold SONY as of Q4 2022.

  • Newman & Schimel held 15,125 shares of Sony worth $231K as of Q4 2022.
  • Sony was a new Newman & Schimel position in Q4 2022.
  • Sony made up 0.1% of Newman & Schimel's portfolio in Q4 2022, its #47 holding.
  • 578 funds tracked by Wall St. Rank held Sony as of Q4 2022.

Based on Newman & Schimel's 13F filing for Q4 2022, filed 23 Jan 2023.