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Delta Financial Advisors’s Sony SONY Stock Holding History

Delta Financial Advisors’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
2026
Q1 		$244K Buy
+11,800
New +$264K 0.06% 138
2024
Q4 		– Sell
-10,475
Closed -$202K – 113
2024
Q3 		$202K Buy
+10,475
New +$191K 0.07% 113
2024
Q1 		– Sell
-16,300
Closed -$309K – 119
2023
Q4 		$309K Sell
16,300
-1,900
-10% -$33K 0.13% 101
2023
Q3 		$300K Hold
18,200
– – 0.14% 107
2023
Q2 		$328K Sell
18,200
-775
-4% -$14.5K 0.14% 104
2023
Q1 		$344K Hold
18,975
– – 0.17% 99
2022
Q4 		$289K Sell
18,975
-4,900
-21% -$73.2K 0.14% 103
2022
Q3 		$306K Hold
23,875
– – 0.16% 101
2022
Q2 		$390K Buy
23,875
+4,000
+20% +$70.8K 0.19% 98
2022
Q1 		$408K Buy
19,875
+825
+4% +$17.9K 0.17% 100
2021
Q4 		$482K Buy
19,050
+6,875
+56% +$164K 0.2% 99
2021
Q3 		$269K Buy
+12,175
New +$255K 0.12% 107

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return