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Wunderlich Capital Managemnt’s Sony SONY Stock Holding History

Wunderlich Capital Managemnt’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
2022
Q2 		– Sell
-17,840
Closed -$366K – 94
2022
Q1 		$366K Sell
17,840
-2,305
-11% -$50.1K 0.17% 79
2021
Q4 		$509K Hold
20,145
– – 0.23% 77
2021
Q3 		$446K Sell
20,145
-145
-0.7% -$3.04K 0.21% 78
2021
Q2 		$395K Buy
+20,290
New +$411K 0.2% 76

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

Wunderlich Capital Managemnt's SONY Position: Q2 2022 in Review

Wunderlich Capital Managemnt sold out of Sony (SONY) in Q2 2022, closing a stake of 17,840 shares — an estimated $366K sold.

Wunderlich Capital Managemnt first reported a position in SONY in Q2 2021 and held it in 4 quarters. The position peaked at $509K in Q4 2021. 581 funds tracked by Wall St. Rank hold SONY as of Q2 2022.

  • Wunderlich Capital Managemnt reported no remaining Sony position as of Q2 2022 after selling out during the quarter.
  • Wunderlich Capital Managemnt sold 17,840 Sony shares in Q2 2022, an estimated $366K.
  • Wunderlich Capital Managemnt first reported a position in Sony in Q2 2021 and held it in 4 quarters.
  • Wunderlich Capital Managemnt's Sony position peaked at $509K in Q4 2021.
  • 581 funds tracked by Wall St. Rank held Sony as of Q2 2022.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2022, filed 15 Aug 2022.