Evelyn V. Moreno’s Sony SONY Stock Holding History

Evelyn V. Moreno’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
2023 Q4	$318K	Hold	16,790	–	–	0.15%	99
2023 Q3	$277K	Buy	+16,790	New	+$293K	0.06%	111

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Evelyn V. Moreno's SONY Position: Q4 2023 in Review

Evelyn V. Moreno held its Sony (SONY) position steady in Q4 2023 at 16,790 shares worth $318K. The position accounts for 0.15% of the portfolio, ranked #99.

Evelyn V. Moreno first reported a position in SONY in Q3 2023 and has held it in 2 quarters since. 655 funds tracked by Wall St. Rank hold SONY as of Q4 2023.

Evelyn V. Moreno held 16,790 shares of Sony worth $318K as of Q4 2023.
Evelyn V. Moreno left its Sony share count unchanged in Q4 2023.
Sony made up 0.15% of Evelyn V. Moreno's portfolio in Q4 2023, its #99 holding.
Evelyn V. Moreno first reported a position in Sony in Q3 2023 and has held it in 2 quarters since.
655 funds tracked by Wall St. Rank held Sony as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.