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Syverson Strege & Co’s Sony SONY Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-1,570
Closed -$28.5K – 533
2023
Q1 		$28.5K Buy
1,570
+1,565
+31,300% +$27.1K 0.01% 165
2022
Q4 		$76 Hold
5
– – ﹤0.01% 313
2022
Q3 		$0 Hold
5
– – ﹤0.01% 331
2022
Q2 		$0 Hold
5
– – ﹤0.01% 343
2022
Q1 		$0 Hold
5
– – ﹤0.01% 333
2021
Q4 		$0 Buy
+5
New +$119 ﹤0.01% 457

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 $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Syverson Strege & Co's SONY Position: Q2 2023 in Review

Syverson Strege & Co sold out of Sony (SONY) in Q2 2023, closing a stake of 1,570 shares — an estimated $28.5K sold.

Syverson Strege & Co first reported a position in SONY in Q4 2021 and held it in 6 quarters. The position peaked at $28.5K in Q1 2023. 629 funds tracked by Wall St. Rank hold SONY as of Q2 2023.

  • Syverson Strege & Co reported no remaining Sony position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 1,570 Sony shares in Q2 2023, an estimated $28.5K.
  • Syverson Strege & Co first reported a position in Sony in Q4 2021 and held it in 6 quarters.
  • Syverson Strege & Co's Sony position peaked at $28.5K in Q1 2023.
  • 629 funds tracked by Wall St. Rank held Sony as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.