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Avalon Trust’s Sony SONY Stock Holding History

Avalon Trust’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
Q4 		– Sell
-1,250
Closed -$24.1K – 435
2024
Q3 		$24.1K Hold
1,250
– – ﹤0.01% 258
2024
Q2 		$21.2K Hold
1,250
– – ﹤0.01% 261
2024
Q1 		$21.4K Hold
1,250
– – ﹤0.01% 266
2023
Q4 		$23.7K Hold
1,250
– – ﹤0.01% 252
2023
Q3 		$20.6K Hold
1,250
– – ﹤0.01% 230
2023
Q2 		$22.5K Hold
1,250
– – ﹤0.01% 247
2023
Q1 		$22.7K Buy
+1,250
New +$21.7K ﹤0.01% 235

Other funds holding SONY

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avalon Trust's SONY Position: Q4 2024 in Review

Avalon Trust sold out of Sony (SONY) in Q4 2024, closing a stake of 1,250 shares — an estimated $24.1K sold.

Avalon Trust first reported a position in SONY in Q1 2023 and held it in 7 quarters. The position peaked at $24.1K in Q3 2024. 719 funds tracked by Wall St. Rank hold SONY as of Q4 2024.

  • Avalon Trust reported no remaining Sony position as of Q4 2024 after selling out during the quarter.
  • Avalon Trust sold 1,250 Sony shares in Q4 2024, an estimated $24.1K.
  • Avalon Trust first reported a position in Sony in Q1 2023 and held it in 7 quarters.
  • Avalon Trust's Sony position peaked at $24.1K in Q3 2024.
  • 719 funds tracked by Wall St. Rank held Sony as of Q4 2024.

Based on Avalon Trust's 13F filing for Q4 2024, filed 10 Feb 2025.