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 Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Security National Trust's SONY Position: Q1 2019 in Review

Security National Trust sold out of Sony (SONY) in Q1 2019, closing a stake of 10,000 shares — an estimated $97K sold.

Security National Trust first reported a position in SONY in Q2 2013 and held it in 21 quarters. The position peaked at $121K in Q3 2018. 356 funds tracked by Wall St. Rank hold SONY as of Q1 2019.

Security National Trust reported no remaining Sony position as of Q1 2019 after selling out during the quarter.
Security National Trust sold 10,000 Sony shares in Q1 2019, an estimated $97K.
Security National Trust first reported a position in Sony in Q2 2013 and held it in 21 quarters.
Security National Trust's Sony position peaked at $121K in Q3 2018.
356 funds tracked by Wall St. Rank held Sony as of Q1 2019.

Based on Security National Trust's 13F filing for Q1 2019, filed 25 Apr 2019.