Conquis Financial’s Sony SONY Stock Holding History

Conquis 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
2025 Q1	–	Sell	-675	Closed	-$14.3K	–	175
2024 Q4	$14.3K	Buy	+675	New	+$13.1K	0.01%	55

Other funds holding SONY

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Conquis Financial's SONY Position: Q1 2025 in Review

Conquis Financial sold out of Sony (SONY) in Q1 2025, closing a stake of 675 shares — an estimated $14.3K sold.

Conquis Financial first reported a position in SONY in Q4 2024 and held it in 1 quarter. The position peaked at $14.3K in Q4 2024. 747 funds tracked by Wall St. Rank hold SONY as of Q1 2025.

Conquis Financial reported no remaining Sony position as of Q1 2025 after selling out during the quarter.
Conquis Financial sold 675 Sony shares in Q1 2025, an estimated $14.3K.
Conquis Financial first reported a position in Sony in Q4 2024 and held it in 1 quarter.
Conquis Financial's Sony position peaked at $14.3K in Q4 2024.
747 funds tracked by Wall St. Rank held Sony as of Q1 2025.

Based on Conquis Financial's 13F filing for Q1 2025, filed 9 May 2025.