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First Trust Direct Indexing’s Sony SONY Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-132,240
Closed -$2.55M – 777
2024
Q3 		$2.55M Sell
132,240
-25
-0% -$456 0.14% 150
2024
Q2 		$2.25M Buy
132,265
+4,370
+3% +$72.3K 0.14% 139
2024
Q1 		$2.19M Sell
127,895
-8,080
-6% -$149K 0.16% 129
2023
Q4 		$2.58M Buy
135,975
+10,915
+9% +$189K 0.23% 92
2023
Q3 		$2.06M Sell
125,060
-8,130
-6% -$142K 0.24% 87
2023
Q2 		$2.4M Buy
133,190
+3,120
+2% +$58.5K 0.27% 70
2023
Q1 		$2.36M Buy
130,070
+2,435
+2% +$42.2K 0.28% 69
2022
Q4 		$1.95M Buy
127,635
+35,375
+38% +$528K 0.26% 90
2022
Q3 		$1.18M Sell
92,260
-12,415
-12% -$199K 0.17% 143
2022
Q2 		$1.71M Buy
104,675
+17,585
+20% +$311K 0.24% 90
2022
Q1 		$1.79M Buy
87,090
+20,335
+30% +$442K 0.22% 93
2021
Q4 		$1.69M Buy
66,755
+1,290
+2% +$30.7K 0.22% 95
2021
Q3 		$1.45M Buy
65,465
+1,850
+3% +$38.7K 0.21% 108
2021
Q2 		$1.24M Buy
63,615
+26,035
+69% +$528K 0.18% 130
2021
Q1 		$797K Buy
37,580
+930
+3% +$19.6K 0.21% 133
2020
Q4 		$741K Buy
+36,650
New +$637K 0.2% 123

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
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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Trust Direct Indexing's SONY Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Sony (SONY) in Q4 2024, closing a stake of 132,240 shares — an estimated $2.55M sold.

First Trust Direct Indexing first reported a position in SONY in Q4 2020 and held it in 16 quarters. The position peaked at $2.58M in Q4 2023. 719 funds tracked by Wall St. Rank hold SONY as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Sony position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 132,240 Sony shares in Q4 2024, an estimated $2.55M.
  • First Trust Direct Indexing first reported a position in Sony in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Sony position peaked at $2.58M in Q4 2023.
  • 719 funds tracked by Wall St. Rank held Sony as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.