WC
SONY icon

Whitney & Co’s Sony SONY Stock Holding History

Whitney & 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
Q4 		– Sell
-870
Closed -$9K – 397
2018
Q3 		$9K Buy
+870
New +$9.58K ﹤0.01% 333

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
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
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 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

Whitney & Co's SONY Position: Q4 2018 in Review

Whitney & Co sold out of Sony (SONY) in Q4 2018, closing a stake of 870 shares — an estimated $9K sold.

Whitney & Co first reported a position in SONY in Q3 2018 and held it in 1 quarter. The position peaked at $9K in Q3 2018. 381 funds tracked by Wall St. Rank hold SONY as of Q4 2018.

  • Whitney & Co reported no remaining Sony position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 870 Sony shares in Q4 2018, an estimated $9K.
  • Whitney & Co first reported a position in Sony in Q3 2018 and held it in 1 quarter.
  • Whitney & Co's Sony position peaked at $9K in Q3 2018.
  • 381 funds tracked by Wall St. Rank held Sony as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.