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Northwest & Ethical Investments’s Sony SONY Stock Holding History

Northwest & Ethical Investments’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
2013
Q3 		– Sell
-375,000
Closed -$1.59M – 235
2013
Q2 		$1.59M Buy
+375,000
New +$1.41M 0.12% 147

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northwest & Ethical Investments's SONY Position: Q3 2013 in Review

Northwest & Ethical Investments sold out of Sony (SONY) in Q3 2013, closing a stake of 375,000 shares — an estimated $1.59M sold.

Northwest & Ethical Investments first reported a position in SONY in Q2 2013 and held it in 1 quarter. The position peaked at $1.59M in Q2 2013. 155 funds tracked by Wall St. Rank hold SONY as of Q3 2013.

  • Northwest & Ethical Investments reported no remaining Sony position as of Q3 2013 after selling out during the quarter.
  • Northwest & Ethical Investments sold 375,000 Sony shares in Q3 2013, an estimated $1.59M.
  • Northwest & Ethical Investments first reported a position in Sony in Q2 2013 and held it in 1 quarter.
  • Northwest & Ethical Investments's Sony position peaked at $1.59M in Q2 2013.
  • 155 funds tracked by Wall St. Rank held Sony as of Q3 2013.

Based on Northwest & Ethical Investments's 13F filing for Q3 2013, filed 8 Jul 2025.