Security National Trust’s Sony SONY Stock Holding History

Security National Trust’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
2019 Q1	–	Sell	-10,000	Closed	-$97K	–	383
2018 Q4	$97K	Hold	10,000	–	–	0.04%	196
2018 Q3	$121K	Hold	10,000	–	–	0.04%	197
2018 Q2	$103K	Hold	10,000	–	–	0.03%	213
2018 Q1	$97K	Hold	10,000	–	–	0.03%	219
2017 Q4	$90K	Hold	10,000	–	–	0.03%	231
2017 Q3	$75K	Hold	10,000	–	–	0.02%	244
2017 Q2	$76K	Hold	10,000	–	–	0.03%	249
2017 Q1	$67K	Hold	10,000	–	–	0.02%	253
2016 Q4	$56K	Hold	10,000	–	–	0.02%	259
2016 Q3	$66K	Hold	10,000	–	–	0.02%	253
2016 Q2	$59K	Hold	10,000	–	–	0.02%	255
2016 Q1	$51K	Hold	10,000	–	–	0.02%	265
2015 Q4	$49K	Hold	10,000	–	–	0.02%	263
2015 Q3	$49K	Hold	10,000	–	–	0.02%	275
2015 Q2	$57K	Hold	10,000	–	–	0.02%	267
2015 Q1	$54K	Buy	+10,000	New	+$50.5K	0.02%	279
2014 Q3	–	Sell	-720	Closed	-$2K	–	543
2014 Q2	$2K	Hold	720	–	–	﹤0.01%	506
2014 Q1	$3K	Hold	720	–	–	﹤0.01%	494
2013 Q4	$2K	Hold	720	–	–	﹤0.01%	504
2013 Q3	$3K	Hold	720	–	–	﹤0.01%	473
2013 Q2	$3K	Buy	+720	New	+$2.7K	﹤0.01%	464

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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

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

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Boston Partners

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

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

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return