Aperture Investors’s Sony SONY Stock Holding History

Aperture Investors’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	$3.72M	Buy	179,731 +25,000	+16%	+$560K	0.47%	49
2025 Q4	$3.96M	Buy	154,731 +61,927	+67%	+$1.74M	0.55%	58
2025 Q3	$2.67M	Sell	92,804 -151,889	-62%	-$4.08M	0.37%	58
2025 Q2	$6.37M	Sell	244,693 -84,062	-26%	-$2.1M	0.86%	38
2025 Q1	$8.35M	Hold	328,755	–	–	1.27%	32
2024 Q4	$6.96M	Sell	328,755 -363,435	-53%	-$7.08M	0.9%	37
2024 Q3	$13.4M	Hold	692,190	–	–	1.7%	23
2024 Q2	$11.8M	Sell	692,190 -68,615	-9%	-$1.13M	1.72%	22
2024 Q1	$13M	Buy	760,805 +190,520	+33%	+$3.5M	1.67%	25
2023 Q4	$10.8M	Sell	570,285 -344,995	-38%	-$5.98M	1.9%	26
2023 Q3	$15.1M	Buy	915,280 +82,485	+10%	+$1.44M	2.4%	17
2023 Q2	$15M	Buy	832,795 +77,105	+10%	+$1.45M	1.85%	21
2023 Q1	$13.7M	Sell	755,690 -36,270	-5%	-$629K	1.93%	22
2022 Q4	$12.1M	Buy	791,960 +445,790	+129%	+$6.66M	1.98%	19
2022 Q3	$4.43M	Buy	346,170 +61,815	+22%	+$990K	0.73%	39
2022 Q2	$4.65M	Hold	284,355	–	–	0.78%	41
2022 Q1	$5.84M	Buy	284,355 +70,865	+33%	+$1.54M	0.76%	38
2021 Q4	$5.4M	Sell	213,490 -564,640	-73%	-$13.4M	0.69%	42
2021 Q3	$17.4M	Buy	+778,130	New	+$16.3M	2.34%	19

Other funds holding SONY

Fisher Asset Management

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

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

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

Bank of America

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

Mondrian Investment Partners London, United Kingdom $6.69B AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Capital International Investors

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