AGC
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Aspen Grove Capital’s Sony SONY Stock Holding History

Aspen Grove Capital’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
2025
Q3 		– Sell
-24,330
Closed -$633K – 242
2025
Q2 		$633K Buy
24,330
+149
+0.6% +$3.73K 0.11% 92
2025
Q1 		$614K Sell
24,181
-351
-1% -$8.11K 0.12% 97
2024
Q4 		$519K Buy
24,532
+2,962
+14% +$57.7K 0.11% 104
2024
Q3 		$417K Buy
21,570
+2,390
+12% +$43.6K 0.09% 120
2024
Q2 		$326K Sell
19,180
-175
-0.9% -$2.89K 0.08% 138
2024
Q1 		$332K Hold
19,355
– – 0.09% 131
2023
Q4 		$367K Buy
+19,355
New +$336K 0.11% 108
2023
Q3 		– Sell
-161,815
Closed -$2.91M – 203
2023
Q2 		$2.91M Buy
161,815
+149,685
+1,234% +$2.81M 0.94% 23
2023
Q1 		$220K Buy
+12,130
New +$210K 0.1% 133

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
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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return