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Peddock Capital Advisors’s Sony SONY Stock Holding History

Peddock Capital Advisors’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
2021
Q1 		– Sell
-2,710
Closed -$55K – 271
2020
Q4 		$55K Buy
+2,710
New +$47.1K 0.03% 163
2020
Q1 		– Sell
-1,760
Closed -$24K – 216
2019
Q4 		$24K Buy
+1,760
New +$21.9K 0.01% 194
2019
Q2 		– Sell
-1,535
Closed -$13K – 213
2019
Q1 		$13K Buy
1,535
+535
+54% +$5.01K 0.01% 210
2018
Q4 		$10K Hold
1,000
– – 0.01% 220
2018
Q3 		$12K Hold
1,000
– – 0.01% 222
2018
Q2 		$10K Buy
+1,000
New +$9.73K 0.01% 224

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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Peddock Capital Advisors's SONY Position: Q1 2021 in Review

Peddock Capital Advisors sold out of Sony (SONY) in Q1 2021, closing a stake of 2,710 shares — an estimated $55K sold.

Peddock Capital Advisors first reported a position in SONY in Q2 2018 and held it in 6 quarters. The position peaked at $55K in Q4 2020. 546 funds tracked by Wall St. Rank hold SONY as of Q1 2021.

  • Peddock Capital Advisors reported no remaining Sony position as of Q1 2021 after selling out during the quarter.
  • Peddock Capital Advisors sold 2,710 Sony shares in Q1 2021, an estimated $55K.
  • Peddock Capital Advisors first reported a position in Sony in Q2 2018 and held it in 6 quarters.
  • Peddock Capital Advisors's Sony position peaked at $55K in Q4 2020.
  • 546 funds tracked by Wall St. Rank held Sony as of Q1 2021.

Based on Peddock Capital Advisors's 13F filing for Q1 2021, filed 17 May 2021.