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Zullo Investment Group’s Sony SONY Stock Holding History

Zullo Investment Group’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
2023
Q1 		– Sell
-425
Closed -$6.48K – 617
2022
Q4 		$6.48K Hold
425
– – ﹤0.01% 556
2022
Q3 		$5K Hold
425
– – ﹤0.01% 609
2022
Q2 		$7K Hold
425
– – ﹤0.01% 567
2022
Q1 		$9K Hold
425
– – ﹤0.01% 562
2021
Q4 		$11K Buy
+425
New +$10.1K 0.01% 519

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Zullo Investment Group's SONY Position: Q1 2023 in Review

Zullo Investment Group sold out of Sony (SONY) in Q1 2023, closing a stake of 425 shares — an estimated $6.48K sold.

Zullo Investment Group first reported a position in SONY in Q4 2021 and held it in 5 quarters. The position peaked at $11K in Q4 2021. 606 funds tracked by Wall St. Rank hold SONY as of Q1 2023.

  • Zullo Investment Group reported no remaining Sony position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 425 Sony shares in Q1 2023, an estimated $6.48K.
  • Zullo Investment Group first reported a position in Sony in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Sony position peaked at $11K in Q4 2021.
  • 606 funds tracked by Wall St. Rank held Sony as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.