WC
SONY icon

Whitnell & Co’s Sony SONY Stock Holding History

Whitnell & 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
2018
Q3 		– Sell
-310
Closed -$3K – 333
2018
Q2 		$3K Hold
310
– – ﹤0.01% 297
2018
Q1 		$3K Hold
310
– – ﹤0.01% 334
2017
Q4 		$3K Buy
+310
New +$2.66K ﹤0.01% 290
2017
Q1 		– Sell
-800
Closed -$4K – 349
2016
Q4 		$4K Hold
800
– – ﹤0.01% 341
2016
Q3 		$5K Hold
800
– – ﹤0.01% 303
2016
Q2 		$5K Hold
800
– – ﹤0.01% 304
2016
Q1 		$4K Sell
800
-610
-43% -$2.8K ﹤0.01% 326
2015
Q4 		$7K Hold
1,410
– – ﹤0.01% 280
2015
Q3 		$7K Buy
+1,410
New +$7.52K ﹤0.01% 278

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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return