Simplicity Solutions’s Sony SONY Stock Holding History

Simplicity Solutions’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
2023 Q4	$884K	Buy	46,705 +18,065	+63%	+$313K	0.02%	475
2023 Q3	$472K	Sell	28,640 -430	-1%	-$7.5K	0.02%	615
2023 Q2	$523K	Buy	29,070 +645	+2%	+$12.1K	0.01%	648
2023 Q1	$515K	Buy	28,425 +14,170	+99%	+$246K	0.01%	686
2022 Q4	$217K	Buy	+14,255	New	+$213K	0.03%	595
2020 Q1	–	Sell	-31,825	Closed	-$433K	–	885
2019 Q4	$433K	Buy	31,825 +9,195	+41%	+$115K	0.01%	579
2019 Q3	$268K	Sell	22,630 -1,105	-5%	-$12.5K	0.01%	583
2019 Q2	$249K	Buy	+23,735	New	+$233K	0.01%	560
2018 Q4	–	Sell	-22,730	Closed	-$276K	–	771
2018 Q3	$276K	Sell	22,730 -1,290	-5%	-$14.2K	0.02%	412
2018 Q2	$247K	Buy	+24,020	New	+$234K	0.02%	419

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Simplicity Solutions's SONY Position: Q4 2023 in Review

Simplicity Solutions increased its Sony (SONY) stake by 63% in Q4 2023, buying an estimated $313K and bringing the position to 46,705 shares worth $884K. The position accounts for 0.02% of the portfolio, ranked #475.

Simplicity Solutions first reported a position in SONY in Q2 2018 and has held it in 10 quarters since. 655 funds tracked by Wall St. Rank hold SONY as of Q4 2023.

Simplicity Solutions held 46,705 shares of Sony worth $884K as of Q4 2023.
Simplicity Solutions bought 18,065 Sony shares in Q4 2023, an estimated $313K.
Sony made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #475 holding.
Simplicity Solutions first reported a position in Sony in Q2 2018 and has held it in 10 quarters since.
655 funds tracked by Wall St. Rank held Sony as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.