SFM
SONY icon

Systematic Financial Management’s Sony SONY Stock Holding History

Systematic Financial 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
2020
Q2 		– Sell
-62,000
Closed -$734K – 542
2020
Q1 		$734K Sell
62,000
-11,500
-16% -$151K 0.05% 158
2019
Q4 		$1M Sell
73,500
-31,500
-30% -$393K 0.04% 167
2019
Q3 		$1.24M Hold
105,000
– – 0.06% 156
2019
Q2 		$1.1M Buy
105,000
+22,575
+27% +$222K 0.04% 251
2019
Q1 		$696K Buy
+82,425
New +$772K 0.02% 547
2018
Q2 		– Sell
-155,400
Closed -$1.5M – 671
2018
Q1 		$1.5M Sell
155,400
-200
-0.1% -$1.97K 0.03% 300
2017
Q4 		$1.4M Sell
155,600
-9,470
-6% -$81.3K 0.03% 449
2017
Q3 		$1.23M Buy
165,070
+36,985
+29% +$290K 0.03% 514
2017
Q2 		$978K Buy
+128,085
New +$909K 0.02% 592
2016
Q1 		– Sell
-1,663,485
Closed -$8.19M – 636
2015
Q4 		$8.19M Sell
1,663,485
-44,050
-3% -$233K 0.09% 220
2015
Q3 		$8.37M Sell
1,707,535
-186,780
-10% -$996K 0.09% 238
2015
Q2 		$10.8M Buy
1,894,315
+344,495
+22% +$2.11M 0.09% 236
2015
Q1 		$8.3M Sell
1,549,820
-702,350
-31% -$3.55M 0.07% 284
2014
Q4 		$9.22M Buy
+2,252,170
New +$8.88M 0.07% 284

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
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Systematic Financial Management's SONY Position: Q2 2020 in Review

Systematic Financial Management sold out of Sony (SONY) in Q2 2020, closing a stake of 62,000 shares — an estimated $734K sold.

Systematic Financial Management first reported a position in SONY in Q4 2014 and held it in 14 quarters. The position peaked at $10.8M in Q2 2015. 446 funds tracked by Wall St. Rank hold SONY as of Q2 2020.

  • Systematic Financial Management reported no remaining Sony position as of Q2 2020 after selling out during the quarter.
  • Systematic Financial Management sold 62,000 Sony shares in Q2 2020, an estimated $734K.
  • Systematic Financial Management first reported a position in Sony in Q4 2014 and held it in 14 quarters.
  • Systematic Financial Management's Sony position peaked at $10.8M in Q2 2015.
  • 446 funds tracked by Wall St. Rank held Sony as of Q2 2020.

Based on Systematic Financial Management's 13F filing for Q2 2020, filed 13 Aug 2020.