CoreFirst Bank & Trust’s Sony SONY Stock Holding History

CoreFirst Bank & 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 Q1	–	Sell	-170	Closed	-$3.22K	–	365
2023 Q4	$3.22K	Hold	170	–	–	﹤0.01%	348
2023 Q3	$2.8K	Buy	+170	New	+$2.97K	﹤0.01%	374

Other funds holding SONY

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

CoreFirst Bank & Trust's SONY Position: Q1 2024 in Review

CoreFirst Bank & Trust sold out of Sony (SONY) in Q1 2024, closing a stake of 170 shares — an estimated $3.22K sold.

CoreFirst Bank & Trust first reported a position in SONY in Q3 2023 and held it in 2 quarters. The position peaked at $3.22K in Q4 2023. 651 funds tracked by Wall St. Rank hold SONY as of Q1 2024.

CoreFirst Bank & Trust reported no remaining Sony position as of Q1 2024 after selling out during the quarter.
CoreFirst Bank & Trust sold 170 Sony shares in Q1 2024, an estimated $3.22K.
CoreFirst Bank & Trust first reported a position in Sony in Q3 2023 and held it in 2 quarters.
CoreFirst Bank & Trust's Sony position peaked at $3.22K in Q4 2023.
651 funds tracked by Wall St. Rank held Sony as of Q1 2024.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2024, filed 15 May 2024.