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FORA Capital’s Sony SONY Stock Holding History

FORA Capital’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
Q3 		– Sell
-98,715
Closed -$1.68M – 566
2024
Q2 		$1.68M Sell
98,715
-9,410
-9% -$156K 0.2% 161
2024
Q1 		$1.85M Buy
108,125
+14,825
+16% +$273K 0.15% 169
2023
Q4 		$1.77M Buy
93,300
+29,575
+46% +$513K 0.15% 177
2023
Q3 		$1.05M Buy
63,725
+19,190
+43% +$335K 0.09% 241
2023
Q2 		$802K Buy
+44,535
New +$835K 0.11% 185
2023
Q1 		– Sell
-61,130
Closed -$933K – 682
2022
Q4 		$933K Buy
+61,130
New +$913K 0.15% 174
2022
Q3 		– Sell
-44,480
Closed -$727K – 552
2022
Q2 		$727K Buy
44,480
+14,830
+50% +$263K 0.14% 192
2022
Q1 		$624K Buy
29,650
+13,240
+81% +$288K 0.11% 248
2021
Q4 		$415K Buy
+16,410
New +$391K 0.16% 174
2020
Q4 		– Sell
-22,140
Closed -$340K – 1123
2020
Q3 		$340K Buy
22,140
+1,560
+8% +$24.3K 0.22% 96
2020
Q2 		$285K Buy
20,580
+9,365
+84% +$122K 0.1% 270
2020
Q1 		$133K Sell
11,215
-104,860
-90% -$1.37M 0.03% 545
2019
Q4 		$1.58M Buy
+116,075
New +$1.45M 0.16% 167

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

FORA Capital's SONY Position: Q3 2024 in Review

FORA Capital sold out of Sony (SONY) in Q3 2024, closing a stake of 98,715 shares — an estimated $1.68M sold.

FORA Capital first reported a position in SONY in Q4 2019 and held it in 13 quarters. The position peaked at $1.85M in Q1 2024. 658 funds tracked by Wall St. Rank hold SONY as of Q3 2024.

  • FORA Capital reported no remaining Sony position as of Q3 2024 after selling out during the quarter.
  • FORA Capital sold 98,715 Sony shares in Q3 2024, an estimated $1.68M.
  • FORA Capital first reported a position in Sony in Q4 2019 and held it in 13 quarters.
  • FORA Capital's Sony position peaked at $1.85M in Q1 2024.
  • 658 funds tracked by Wall St. Rank held Sony as of Q3 2024.

Based on FORA Capital's 13F filing for Q3 2024, filed 13 Nov 2024.