Winslow Evans & Crocker’s Sony SONY Stock Holding History

Winslow Evans & Crocker’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 Q4	$433K	Buy	21,425 +20,500	+2,216%	+$357K	0.08%	214
2020 Q3	$14K	Hold	925	–	–	﹤0.01%	694
2020 Q2	$13K	Sell	925 -5	-0.5%	-$65	﹤0.01%	690
2020 Q1	$12K	Hold	930	–	–	﹤0.01%	677
2019 Q4	$14K	Hold	930	–	–	﹤0.01%	750
2019 Q3	$12K	Hold	930	–	–	﹤0.01%	773
2019 Q2	$10K	Sell	930 -210	-18%	-$2.06K	﹤0.01%	841
2019 Q1	$10K	Sell	1,140 -340	-23%	-$3.18K	﹤0.01%	832
2018 Q4	$16K	Buy	1,480 +930	+169%	+$9.84K	0.01%	671
2018 Q3	$8K	Hold	550	–	–	﹤0.01%	854
2018 Q2	$6K	Hold	550	–	–	﹤0.01%	923
2018 Q1	$5.32K	Hold	550	–	–	﹤0.01%	900
2017 Q4	$4.95K	Buy	+550	New	+$4.72K	﹤0.01%	928

Other funds holding SONY

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

AII

AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Winslow Evans & Crocker's SONY Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Sony (SONY) stake by 2,216% in Q4 2020, buying an estimated $357K and bringing the position to 21,425 shares worth $433K. The position accounts for 0.08% of the portfolio, ranked #214.

Winslow Evans & Crocker first reported a position in SONY in Q4 2017 and has held it in 13 quarters since. 527 funds tracked by Wall St. Rank hold SONY as of Q4 2020.

Winslow Evans & Crocker held 21,425 shares of Sony worth $433K as of Q4 2020.
Winslow Evans & Crocker bought 20,500 Sony shares in Q4 2020, an estimated $357K.
Sony made up 0.08% of Winslow Evans & Crocker's portfolio in Q4 2020, its #214 holding.
Winslow Evans & Crocker first reported a position in Sony in Q4 2017 and has held it in 13 quarters since.
527 funds tracked by Wall St. Rank held Sony as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.