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Sonora Investment Management’s Sony SONY Stock Holding History

Sonora Investment Management’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
2021
Q3 		$121K Sell
5,475
-90
-2% -$1.88K 0.02% 278
2021
Q2 		$108K Buy
+5,565
New +$113K 0.01% 267

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Sonora Investment Management's SONY Position: Q3 2021 in Review

Sonora Investment Management reduced its Sony (SONY) stake by 1.6% in Q3 2021, selling an estimated $1.88K and leaving 5,475 shares worth $121K. The position accounts for 0.02% of the portfolio, ranked #278.

Sonora Investment Management first reported a position in SONY in Q2 2021 and has held it in 2 quarters since. 569 funds tracked by Wall St. Rank hold SONY as of Q3 2021.

  • Sonora Investment Management held 5,475 shares of Sony worth $121K as of Q3 2021.
  • Sonora Investment Management sold 90 Sony shares in Q3 2021, an estimated $1.88K.
  • Sony made up 0.02% of Sonora Investment Management's portfolio in Q3 2021, its #278 holding.
  • Sonora Investment Management first reported a position in Sony in Q2 2021 and has held it in 2 quarters since.
  • 569 funds tracked by Wall St. Rank held Sony as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.