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Tarbox Family Office’s Sony SONY Stock Holding History

Tarbox Family Office’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
Q3 		– Sell
-1,555
Closed -$21K – 1199
2020
Q2 		$21K Buy
+1,555
New +$20.2K 0.01% 272
2018
Q2 		– Sell
-445
Closed -$4K – 638
2018
Q1 		$4K Buy
+445
New +$4.38K ﹤0.01% 428

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tarbox Family Office's SONY Position: Q3 2020 in Review

Tarbox Family Office sold out of Sony (SONY) in Q3 2020, closing a stake of 1,555 shares — an estimated $21K sold.

Tarbox Family Office first reported a position in SONY in Q1 2018 and held it in 2 quarters. The position peaked at $21K in Q2 2020. 459 funds tracked by Wall St. Rank hold SONY as of Q3 2020.

  • Tarbox Family Office reported no remaining Sony position as of Q3 2020 after selling out during the quarter.
  • Tarbox Family Office sold 1,555 Sony shares in Q3 2020, an estimated $21K.
  • Tarbox Family Office first reported a position in Sony in Q1 2018 and held it in 2 quarters.
  • Tarbox Family Office's Sony position peaked at $21K in Q2 2020.
  • 459 funds tracked by Wall St. Rank held Sony as of Q3 2020.

Based on Tarbox Family Office's 13F filing for Q3 2020, filed 22 Oct 2020.