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Yorktown Management & Research Company’s Sony SONY Stock Holding History

Yorktown Management & Research Company’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
Q3 		– Sell
-12,000
Closed -$233K – 262
2021
Q2 		$233K Hold
12,000
– – 0.18% 233
2021
Q1 		$254K Hold
12,000
– – 0.21% 177
2020
Q4 		$243K Buy
+12,000
New +$209K 0.22% 197

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Yorktown Management & Research Company's SONY Position: Q3 2021 in Review

Yorktown Management & Research Company sold out of Sony (SONY) in Q3 2021, closing a stake of 12,000 shares — an estimated $233K sold.

Yorktown Management & Research Company first reported a position in SONY in Q4 2020 and held it in 3 quarters. The position peaked at $254K in Q1 2021. 569 funds tracked by Wall St. Rank hold SONY as of Q3 2021.

  • Yorktown Management & Research Company reported no remaining Sony position as of Q3 2021 after selling out during the quarter.
  • Yorktown Management & Research Company sold 12,000 Sony shares in Q3 2021, an estimated $233K.
  • Yorktown Management & Research Company first reported a position in Sony in Q4 2020 and held it in 3 quarters.
  • Yorktown Management & Research Company's Sony position peaked at $254K in Q1 2021.
  • 569 funds tracked by Wall St. Rank held Sony as of Q3 2021.

Based on Yorktown Management & Research Company's 13F filing for Q3 2021, filed 4 Nov 2021.