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BOK Financial’s Sony SONY Stock Holding History

BOK Financial’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
Q3 		– Sell
-515
Closed -$8.75K – 1492
2024
Q2 		$8.75K Buy
515
+425
+472% +$7.03K ﹤0.01% 960
2024
Q1 		$1.55K Sell
90
-1,190
-93% -$21.9K ﹤0.01% 1076
2023
Q4 		$24.2K Buy
1,280
+110
+9% +$1.91K ﹤0.01% 867
2023
Q3 		$19.4K Buy
1,170
+1,075
+1,132% +$18.8K ﹤0.01% 848
2023
Q2 		$1.71K Sell
95
-1,695
-95% -$31.8K ﹤0.01% 1027
2023
Q1 		$32.5K Sell
1,790
-14,065
-89% -$244K ﹤0.01% 885
2022
Q4 		$242K Sell
15,855
-2,410
-13% -$36K ﹤0.01% 805
2022
Q3 		$234K Sell
18,265
-79,270
-81% -$1.27M ﹤0.01% 811
2022
Q2 		$1.59M Buy
97,535
+11,405
+13% +$202K 0.03% 422
2022
Q1 		$1.77M Sell
86,130
-12,570
-13% -$273K 0.03% 439
2021
Q4 		$2.5M Buy
98,700
+5,820
+6% +$139K 0.04% 357
2021
Q3 		$2.05M Buy
+92,880
New +$1.94M 0.04% 391
2021
Q1 		$2.18M Sell
102,860
-1,160
-1% -$24.5K 0.04% 373
2020
Q4 		$2.1M Buy
104,020
+5,240
+5% +$91.1K 0.04% 356
2020
Q3 		$1.52M Sell
98,780
-46,515
-32% -$723K 0.03% 379
2020
Q2 		$2.01M Buy
+145,295
New +$1.89M 0.05% 327

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

BOK Financial's SONY Position: Q3 2024 in Review

BOK Financial sold out of Sony (SONY) in Q3 2024, closing a stake of 515 shares — an estimated $8.75K sold.

BOK Financial first reported a position in SONY in Q2 2020 and held it in 16 quarters. The position peaked at $2.5M in Q4 2021. 658 funds tracked by Wall St. Rank hold SONY as of Q3 2024.

  • BOK Financial reported no remaining Sony position as of Q3 2024 after selling out during the quarter.
  • BOK Financial sold 515 Sony shares in Q3 2024, an estimated $8.75K.
  • BOK Financial first reported a position in Sony in Q2 2020 and held it in 16 quarters.
  • BOK Financial's Sony position peaked at $2.5M in Q4 2021.
  • 658 funds tracked by Wall St. Rank held Sony as of Q3 2024.

Based on BOK Financial's 13F filing for Q3 2024, filed 14 Nov 2024.