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Zacks Investment Management’s Sony SONY Stock Holding History

Zacks Investment Management’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
Q2 		– Sell
-29,150
Closed -$282K – 603
2018
Q1 		$282K Hold
29,150
– – 0.01% 478
2017
Q4 		$262K Buy
+29,150
New +$250K 0.01% 499

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zacks Investment Management's SONY Position: Q2 2018 in Review

Zacks Investment Management sold out of Sony (SONY) in Q2 2018, closing a stake of 29,150 shares — an estimated $282K sold.

Zacks Investment Management first reported a position in SONY in Q4 2017 and held it in 2 quarters. The position peaked at $282K in Q1 2018. 365 funds tracked by Wall St. Rank hold SONY as of Q2 2018.

  • Zacks Investment Management reported no remaining Sony position as of Q2 2018 after selling out during the quarter.
  • Zacks Investment Management sold 29,150 Sony shares in Q2 2018, an estimated $282K.
  • Zacks Investment Management first reported a position in Sony in Q4 2017 and held it in 2 quarters.
  • Zacks Investment Management's Sony position peaked at $282K in Q1 2018.
  • 365 funds tracked by Wall St. Rank held Sony as of Q2 2018.

Based on Zacks Investment Management's 13F filing for Q2 2018, filed 14 Aug 2018.