Sargent Bickham Lagudis’s Sony SONY Stock Holding History

Sargent Bickham Lagudis’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	$153K	Hold	10,000	–	–	0.01%	290
2022 Q3	$128K	Hold	10,000	–	–	0.01%	281
2022 Q2	$164K	Hold	10,000	–	–	0.01%	269
2022 Q1	$205K	Hold	10,000	–	–	0.02%	245
2021 Q4	$253K	Hold	10,000	–	–	0.02%	224
2021 Q3	$221K	Hold	10,000	–	–	0.02%	237
2021 Q2	$194K	Hold	10,000	–	–	0.02%	262
2021 Q1	$209K	Hold	10,000	–	–	0.02%	233
2020 Q4	$202K	Hold	10,000	–	–	0.02%	236
2020 Q3	$154K	Hold	10,000	–	–	0.02%	242
2020 Q2	$138K	Hold	10,000	–	–	0.01%	237
2020 Q1	$118K	Hold	10,000	–	–	0.02%	239
2019 Q4	$136K	Hold	10,000	–	–	0.02%	243
2019 Q3	$118K	Hold	10,000	–	–	0.01%	237
2019 Q2	$105K	Hold	10,000	–	–	0.01%	277
2019 Q1	$84K	Hold	10,000	–	–	0.01%	313
2018 Q4	$97K	Hold	10,000	–	–	0.01%	277
2018 Q3	$121K	Hold	10,000	–	–	0.01%	253
2018 Q2	$103K	Hold	10,000	–	–	0.01%	273
2018 Q1	$97K	Hold	10,000	–	–	0.01%	275
2017 Q4	$90K	Hold	10,000	–	–	0.01%	289
2017 Q3	$75K	Hold	10,000	–	–	0.01%	310
2017 Q2	$76K	Hold	10,000	–	–	0.01%	302
2017 Q1	$67K	Hold	10,000	–	–	0.01%	314
2016 Q4	$56K	Hold	10,000	–	–	0.01%	323
2016 Q3	$66	Hold	10,000	–	–	0.01%	305
2016 Q2	$59K	Hold	10,000	–	–	0.01%	323
2016 Q1	$51K	Buy	+10,000	New	+$45.9K	0.01%	353

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

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

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

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

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

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

Sargent Bickham Lagudis's SONY Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Sony (SONY) position steady in Q4 2022 at 10,000 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #290.

Sargent Bickham Lagudis first reported a position in SONY in Q1 2016 and has held it in 28 quarters since. The position peaked at $253K in Q4 2021. 578 funds tracked by Wall St. Rank hold SONY as of Q4 2022.

Sargent Bickham Lagudis held 10,000 shares of Sony worth $153K as of Q4 2022.
Sargent Bickham Lagudis left its Sony share count unchanged in Q4 2022.
Sony made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #290 holding.
Sargent Bickham Lagudis first reported a position in Sony in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's Sony position peaked at $253K in Q4 2021.
578 funds tracked by Wall St. Rank held Sony as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.