FIM
SONY icon

Fernwood Investment Management’s Sony SONY Stock Holding History

Fernwood Investment 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
Q2 		– Sell
-805
Closed -$13.8K – 622
2024
Q1 		$13.8K Buy
+805
New +$14.8K ﹤0.01% 505
2015
Q1 		– Sell
-65,000
Closed -$266K – 113
2014
Q4 		$266K Buy
+65,000
New +$256K 0.23% 90

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 $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GAM
Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $6.69B AUM
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fernwood Investment Management's SONY Position: Q2 2024 in Review

Fernwood Investment Management sold out of Sony (SONY) in Q2 2024, closing a stake of 805 shares — an estimated $13.8K sold.

Fernwood Investment Management first reported a position in SONY in Q4 2014 and held it in 2 quarters. The position peaked at $266K in Q4 2014. 651 funds tracked by Wall St. Rank hold SONY as of Q2 2024.

  • Fernwood Investment Management reported no remaining Sony position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 805 Sony shares in Q2 2024, an estimated $13.8K.
  • Fernwood Investment Management first reported a position in Sony in Q4 2014 and held it in 2 quarters.
  • Fernwood Investment Management's Sony position peaked at $266K in Q4 2014.
  • 651 funds tracked by Wall St. Rank held Sony as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.