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Shine Investment Advisory Services’s Sony SONY Stock Holding History

Shine Investment Advisory Services’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
Q3 		$48K Buy
3,100
+430
+16% +$6.69K 0.02% 307
2020
Q2 		$37K Buy
2,670
+1,745
+189% +$22.7K 0.01% 353
2020
Q1 		$11K Buy
+925
New +$12.1K 0.01% 508

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Shine Investment Advisory Services's SONY Position: Q3 2020 in Review

Shine Investment Advisory Services increased its Sony (SONY) stake by 16% in Q3 2020, buying an estimated $6.69K and bringing the position to 3,100 shares worth $48K. The position accounts for 0.02% of the portfolio, ranked #307.

Shine Investment Advisory Services first reported a position in SONY in Q1 2020 and has held it in 3 quarters since. 460 funds tracked by Wall St. Rank hold SONY as of Q3 2020.

  • Shine Investment Advisory Services held 3,100 shares of Sony worth $48K as of Q3 2020.
  • Shine Investment Advisory Services bought 430 Sony shares in Q3 2020, an estimated $6.69K.
  • Sony made up 0.02% of Shine Investment Advisory Services's portfolio in Q3 2020, its #307 holding.
  • Shine Investment Advisory Services first reported a position in Sony in Q1 2020 and has held it in 3 quarters since.
  • 460 funds tracked by Wall St. Rank held Sony as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.