Optimas Capital’s Sony SONY Stock Holding History

Optimas Capital’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
2023 Q2	–	Sell	-111,670	Closed	-$2.02M	–	43
2023 Q1	$2.02M	Buy	+111,670	New	+$1.94M	1.7%	24

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Optimas Capital's SONY Position: Q2 2023 in Review

Optimas Capital sold out of Sony (SONY) in Q2 2023, closing a stake of 111,670 shares — an estimated $2.02M sold.

Optimas Capital first reported a position in SONY in Q1 2023 and held it in 1 quarter. The position peaked at $2.02M in Q1 2023. 629 funds tracked by Wall St. Rank hold SONY as of Q2 2023.

Optimas Capital reported no remaining Sony position as of Q2 2023 after selling out during the quarter.
Optimas Capital sold 111,670 Sony shares in Q2 2023, an estimated $2.02M.
Optimas Capital first reported a position in Sony in Q1 2023 and held it in 1 quarter.
Optimas Capital's Sony position peaked at $2.02M in Q1 2023.
629 funds tracked by Wall St. Rank held Sony as of Q2 2023.

Based on Optimas Capital's 13F filing for Q2 2023, filed 11 Aug 2023.