9258 Wealth Management’s Sony SONY Stock Holding History

9258 Wealth 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
2024 Q3	$225K	Buy	+11,640	New	+$212K	0.03%	321
2024 Q1	–	Sell	-11,645	Closed	-$221K	–	350
2023 Q4	$221K	Buy	+11,645	New	+$202K	0.04%	295
2023 Q3	–	Sell	-11,640	Closed	-$210K	–	327
2023 Q2	$210K	Hold	11,640	–	–	0.04%	300
2023 Q1	$211K	Buy	+11,640	New	+$202K	0.04%	300
2022 Q2	–	Sell	-11,500	Closed	-$236K	–	354
2022 Q1	$236K	Hold	11,500	–	–	0.05%	321
2021 Q4	$291K	Hold	11,500	–	–	0.07%	297
2021 Q3	$254K	Sell	11,500 -5,000	-30%	-$105K	0.07%	289
2021 Q2	$321K	Hold	16,500	–	–	0.09%	245
2021 Q1	$350K	Hold	16,500	–	–	0.11%	209
2020 Q4	$334K	Sell	16,500 -2,900	-15%	-$50.4K	0.11%	208
2020 Q3	$325K	Hold	19,400	–	–	0.12%	192
2020 Q2	$268K	Sell	19,400 -350	-2%	-$4.55K	0.11%	220
2020 Q1	$251K	Hold	19,750	–	–	0.11%	213
2019 Q4	$269K	Sell	19,750 -7,500	-28%	-$93.5K	0.1%	233
2019 Q3	$322K	Hold	27,250	–	–	0.25%	125
2019 Q2	$286K	Hold	27,250	–	–	0.23%	130
2019 Q1	$230K	Hold	27,250	–	–	0.2%	139
2018 Q4	$263K	Buy	+27,250	New	+$288K	0.25%	122

Other funds holding SONY

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

9258 Wealth Management's SONY Position: Q3 2024 in Review

9258 Wealth Management opened a new position in Sony (SONY) in Q3 2024: 11,640 shares worth $225K. The stake represents 0.03% of the portfolio and ranks #321 among its holdings. This is a return to the name: 9258 Wealth Management previously reported a position in SONY as recently as Q4 2023.

9258 Wealth Management first reported a position in SONY in Q4 2018 and has held it in 18 quarters since. The position peaked at $350K in Q1 2021. 658 funds tracked by Wall St. Rank hold SONY as of Q3 2024.

9258 Wealth Management held 11,640 shares of Sony worth $225K as of Q3 2024.
Sony was a new 9258 Wealth Management position in Q3 2024.
Sony made up 0.03% of 9258 Wealth Management's portfolio in Q3 2024, its #321 holding.
9258 Wealth Management first reported a position in Sony in Q4 2018 and has held it in 18 quarters since.
9258 Wealth Management's Sony position peaked at $350K in Q1 2021.
658 funds tracked by Wall St. Rank held Sony as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.