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 New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return