GoalVest Advisory’s Sony SONY Stock Holding History

GoalVest Advisory’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	–	Sell	-1,450	Closed	-$23.9K	–	475
2023 Q3	$23.9K	Buy	1,450 +40	+3%	+$698	0.01%	202
2023 Q2	$25.4K	Buy	+1,410	New	+$26.4K	0.01%	179

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

GoalVest Advisory's SONY Position: Q4 2023 in Review

GoalVest Advisory sold out of Sony (SONY) in Q4 2023, closing a stake of 1,450 shares — an estimated $23.9K sold.

GoalVest Advisory first reported a position in SONY in Q2 2023 and held it in 2 quarters. The position peaked at $25.4K in Q2 2023. 655 funds tracked by Wall St. Rank hold SONY as of Q4 2023.

GoalVest Advisory reported no remaining Sony position as of Q4 2023 after selling out during the quarter.
GoalVest Advisory sold 1,450 Sony shares in Q4 2023, an estimated $23.9K.
GoalVest Advisory first reported a position in Sony in Q2 2023 and held it in 2 quarters.
GoalVest Advisory's Sony position peaked at $25.4K in Q2 2023.
655 funds tracked by Wall St. Rank held Sony as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.