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Valley Brook Capital Group’s Sony SONY Stock Holding History

Valley Brook Capital Group’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
2021
Q2 		– Sell
-75
Closed -$1K – 371
2021
Q1 		$1K Hold
75
– – ﹤0.01% 460
2020
Q4 		$1K Buy
+75
New +$1.3K ﹤0.01% 397

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Valley Brook Capital Group's SONY Position: Q2 2021 in Review

Valley Brook Capital Group sold out of Sony (SONY) in Q2 2021, closing a stake of 75 shares — an estimated $1K sold.

Valley Brook Capital Group first reported a position in SONY in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 548 funds tracked by Wall St. Rank hold SONY as of Q2 2021.

  • Valley Brook Capital Group reported no remaining Sony position as of Q2 2021 after selling out during the quarter.
  • Valley Brook Capital Group sold 75 Sony shares in Q2 2021, an estimated $1K.
  • Valley Brook Capital Group first reported a position in Sony in Q4 2020 and held it in 2 quarters.
  • Valley Brook Capital Group's Sony position peaked at $1K in Q1 2021.
  • 548 funds tracked by Wall St. Rank held Sony as of Q2 2021.

Based on Valley Brook Capital Group's 13F filing for Q2 2021, filed 22 Jul 2021.