ACP
SONY icon

Aveo Capital Partners’s Sony SONY Stock Holding History

Aveo Capital Partners’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
Q1 		– Sell
-16,065
Closed -$340K – 303
2024
Q4 		$340K Hold
16,065
– – 0.04% 264
2024
Q3 		$310K Buy
16,065
+260
+2% +$4.74K 0.03% 272
2024
Q2 		$269K Sell
15,805
-1,840
-10% -$30.4K 0.03% 269
2024
Q1 		$298K Buy
+17,645
New +$324K 0.03% 293

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aveo Capital Partners's SONY Position: Q1 2025 in Review

Aveo Capital Partners sold out of Sony (SONY) in Q1 2025, closing a stake of 16,065 shares — an estimated $340K sold.

Aveo Capital Partners first reported a position in SONY in Q1 2024 and held it in 4 quarters. The position peaked at $340K in Q4 2024. 748 funds tracked by Wall St. Rank hold SONY as of Q1 2025.

  • Aveo Capital Partners reported no remaining Sony position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 16,065 Sony shares in Q1 2025, an estimated $340K.
  • Aveo Capital Partners first reported a position in Sony in Q1 2024 and held it in 4 quarters.
  • Aveo Capital Partners's Sony position peaked at $340K in Q4 2024.
  • 748 funds tracked by Wall St. Rank held Sony as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.