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Squar Milner Financial Services’s Sony SONY Stock Holding History

Squar Milner Financial 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
Q2 		– Sell
-7,070
Closed -$83K – 629
2020
Q1 		$83K Sell
7,070
-310
-4% -$4.06K 0.05% 304
2019
Q4 		$100K Buy
+7,380
New +$92K 0.05% 325
2019
Q3 		– Sell
-5,425
Closed -$57K – 633
2019
Q2 		$57K Hold
5,425
– – 0.04% 338
2019
Q1 		$45K Hold
5,425
– – 0.03% 331
2018
Q4 		$52K Sell
5,425
-335
-6% -$3.54K 0.05% 286
2018
Q3 		$70K Buy
5,760
+1,545
+37% +$17K 0.06% 269
2018
Q2 		$43K Buy
+4,215
New +$41K 0.04% 355

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
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Squar Milner Financial Services's SONY Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Sony (SONY) in Q2 2020, closing a stake of 7,070 shares — an estimated $83K sold.

Squar Milner Financial Services first reported a position in SONY in Q2 2018 and held it in 7 quarters. The position peaked at $100K in Q4 2019. 446 funds tracked by Wall St. Rank hold SONY as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Sony position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 7,070 Sony shares in Q2 2020, an estimated $83K.
  • Squar Milner Financial Services first reported a position in Sony in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Sony position peaked at $100K in Q4 2019.
  • 446 funds tracked by Wall St. Rank held Sony as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.