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Weld Capital Management’s Sony SONY Stock Holding History

Weld Capital 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
2021
Q1 		– Sell
-64,680
Closed -$1.31M – 529
2020
Q4 		$1.31M Buy
+64,680
New +$1.12M 0.51% 36
2019
Q1 		– Sell
-24,840
Closed -$240K – 858
2018
Q4 		$240K Buy
+24,840
New +$263K 0.05% 552

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Weld Capital Management's SONY Position: Q1 2021 in Review

Weld Capital Management sold out of Sony (SONY) in Q1 2021, closing a stake of 64,680 shares — an estimated $1.31M sold.

Weld Capital Management first reported a position in SONY in Q4 2018 and held it in 2 quarters. The position peaked at $1.31M in Q4 2020. 546 funds tracked by Wall St. Rank hold SONY as of Q1 2021.

  • Weld Capital Management reported no remaining Sony position as of Q1 2021 after selling out during the quarter.
  • Weld Capital Management sold 64,680 Sony shares in Q1 2021, an estimated $1.31M.
  • Weld Capital Management first reported a position in Sony in Q4 2018 and held it in 2 quarters.
  • Weld Capital Management's Sony position peaked at $1.31M in Q4 2020.
  • 546 funds tracked by Wall St. Rank held Sony as of Q1 2021.

Based on Weld Capital Management's 13F filing for Q1 2021, filed 17 May 2021.