Rational Advisors’s Sony SONY Stock Holding History

Rational 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
2020 Q1	–	Sell	-111,060	Closed	-$1.51M	–	464
2019 Q4	$1.51M	Sell	111,060 -2,000	-2%	-$24.9K	0.71%	41
2019 Q3	$1.34M	Buy	113,060 +38,000	+51%	+$429K	0.52%	57
2019 Q2	$786K	Buy	+75,060	New	+$737K	0.28%	123
2018 Q4	–	Sell	-191,355	Closed	-$2.32M	–	565
2018 Q3	$2.32M	Buy	+191,355	New	+$2.11M	0.56%	47

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

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

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

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

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

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

MNG

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Rational Advisors's SONY Position: Q1 2020 in Review

Rational Advisors sold out of Sony (SONY) in Q1 2020, closing a stake of 111,060 shares — an estimated $1.51M sold.

Rational Advisors first reported a position in SONY in Q3 2018 and held it in 4 quarters. The position peaked at $2.32M in Q3 2018. 418 funds tracked by Wall St. Rank hold SONY as of Q1 2020.

Rational Advisors reported no remaining Sony position as of Q1 2020 after selling out during the quarter.
Rational Advisors sold 111,060 Sony shares in Q1 2020, an estimated $1.51M.
Rational Advisors first reported a position in Sony in Q3 2018 and held it in 4 quarters.
Rational Advisors's Sony position peaked at $2.32M in Q3 2018.
418 funds tracked by Wall St. Rank held Sony as of Q1 2020.

Based on Rational Advisors's 13F filing for Q1 2020, filed 12 May 2020.