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Sterling Investment Advisors (Pennsylvania)’s Sony SONY Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022
Q3 		– Sell
-425
Closed -$7K – 451
2022
Q2 		$7K Sell
425
-425
-50% -$7.53K ﹤0.01% 434
2022
Q1 		$17K Hold
850
– – ﹤0.01% 377
2021
Q4 		$21K Hold
850
– – 0.01% 363
2021
Q3 		$19K Hold
850
– – 0.01% 364
2021
Q2 		$17K Hold
850
– – 0.01% 378
2021
Q1 		$18K Buy
+850
New +$18K 0.01% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s SONY Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Sony (SONY) in Q3 2022, closing a stake of 425 shares — an estimated $7K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in SONY in Q1 2021 and held it in 6 quarters. The position peaked at $21K in Q4 2021. 532 funds tracked by Wall St. Rank hold SONY as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Sony position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 425 Sony shares in Q3 2022, an estimated $7K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Sony in Q1 2021 and held it in 6 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Sony position peaked at $21K in Q4 2021.
  • 532 funds tracked by Wall St. Rank held Sony as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.