Altshuler Shaham’s Sony SONY Stock Holding History

Altshuler Shaham’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
2026 Q1	$224K	Hold	531,786	–	–	﹤0.01%	166
2025 Q4	$272K	Hold	531,786	–	–	﹤0.01%	163
2025 Q3	$244K	Hold	531,786	–	–	﹤0.01%	141
2025 Q2	$232K	Hold	531,786	–	–	0.01%	147
2025 Q1	$173K	Hold	531,786	–	–	﹤0.01%	141
2024 Q4	$179K	Sell	531,786 -2,127,144	-80%	-$41.4M	0.01%	101
2024 Q3	$146K	Buy	+2,658,930	New	+$48.5M	0.01%	91
2022 Q1	–	Sell	-365,700	Closed	-$9.24M	–	624
2021 Q4	$9.24M	Buy	+365,700	New	+$8.71M	0.08%	50

Other funds holding SONY

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

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

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

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Altshuler Shaham's SONY Position: Q2 2024 in Review

Altshuler Shaham sold out of Sony (SONY) in Q2 2024, closing a stake of 11,500 shares — an estimated $197K sold.

Altshuler Shaham first reported a position in SONY in Q1 2018 and held it in 25 quarters. The position peaked at $18.8M in Q3 2021. 650 funds tracked by Wall St. Rank hold SONY as of Q2 2024.

Altshuler Shaham reported no remaining Sony position as of Q2 2024 after selling out during the quarter.
Altshuler Shaham sold 11,500 Sony shares in Q2 2024, an estimated $197K.
Altshuler Shaham first reported a position in Sony in Q1 2018 and held it in 25 quarters.
Altshuler Shaham's Sony position peaked at $18.8M in Q3 2021.
650 funds tracked by Wall St. Rank held Sony as of Q2 2024.

Based on Altshuler Shaham's 13F filing for Q2 2024, filed 14 Aug 2024.