Ownership history in Inlet Private Wealth, LLC Β· 27 quarters on record
This page tracks every 13F SEC filing in which Inlet Private Wealth, LLC reported a position in SONY CORP (SONY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Inlet Private Wealth, LLC underperformed the S&P 500 by β5.6% annually on this SONY position. Timing score: 43% (9/21 decisions correct). Average cost basis: $21.06. Maximum drawdown during holding period: β49.0%.
β Significantly underperformed the S&P 500 by 5.6% ann.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
9 of 21 add/trim decisions correct
Best entry: $11.43 (2019 Q3) Β· Worst: $28.79 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 12 trims. Bought during 5 of 10 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.64% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size