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Boston Financial Management’s Sony SONY Stock Holding History

Boston Financial Management’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 		$281K Buy
13,260
+60
+0.5% +$1.17K 0.01% 294
2024
Q3 		$255K Hold
13,200
– – 0.01% 295
2024
Q2 		$224K Hold
13,200
– – 0.01% 311
2024
Q1 		$226K Hold
13,200
– – 0.01% 316
2023
Q4 		$250K Hold
13,200
– – 0.01% 298
2023
Q3 		$218K Sell
13,200
-140
-1% -$2.44K 0.01% 290
2023
Q2 		$240K Sell
13,340
-110
-0.8% -$2.06K 0.01% 291
2023
Q1 		$244K Hold
13,450
– – 0.01% 289
2022
Q4 		$205K Buy
+13,450
New +$201K 0.01% 312

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 $336B AUM 34.66% 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 $6.73T AUM 46.02% 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 $6.48B AUM 18.36% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Boston Financial Management's SONY Position: Q4 2024 in Review

Boston Financial Management increased its Sony (SONY) stake by 0.45% in Q4 2024, buying an estimated $1.17K and bringing the position to 13,260 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #294.

Boston Financial Management first reported a position in SONY in Q4 2022 and has held it in 9 quarters since. 720 funds tracked by Wall St. Rank hold SONY as of Q4 2024.

  • Boston Financial Management held 13,260 shares of Sony worth $281K as of Q4 2024.
  • Boston Financial Management bought 60 Sony shares in Q4 2024, an estimated $1.17K.
  • Sony made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #294 holding.
  • Boston Financial Management first reported a position in Sony in Q4 2022 and has held it in 9 quarters since.
  • 720 funds tracked by Wall St. Rank held Sony as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.