Gotham Asset Management’s Sony SONY Stock Holding History

Gotham Asset 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
2025 Q3	–	Sell	-12,072	Closed	-$314K	–	1812
2025 Q2	$314K	Buy	+12,072	New	+$302K	﹤0.01%	1447
2021 Q3	–	Sell	-37,065	Closed	-$721K	–	1115
2021 Q2	$721K	Hold	37,065	–	–	0.03%	585
2021 Q1	$786K	Buy	+37,065	New	+$783K	0.04%	554
2020 Q1	–	Sell	-52,010	Closed	-$707K	–	1198
2019 Q4	$707K	Hold	52,010	–	–	0.01%	707
2019 Q3	$615K	Hold	52,010	–	–	0.01%	704
2019 Q2	$545K	Hold	52,010	–	–	0.01%	779
2019 Q1	$439K	Hold	52,010	–	–	0.01%	888
2018 Q4	$502K	Hold	52,010	–	–	0.01%	766
2018 Q3	$631K	Hold	52,010	–	–	0.01%	696
2018 Q2	$533K	Buy	+52,010	New	+$506K	0.01%	688

Other funds holding SONY

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Gotham Asset Management's SONY Position: Q3 2025 in Review

Gotham Asset Management sold out of Sony (SONY) in Q3 2025, closing a stake of 12,072 shares — an estimated $314K sold.

Gotham Asset Management first reported a position in SONY in Q2 2018 and held it in 10 quarters. The position peaked at $786K in Q1 2021. 785 funds tracked by Wall St. Rank hold SONY as of Q3 2025.

Gotham Asset Management reported no remaining Sony position as of Q3 2025 after selling out during the quarter.
Gotham Asset Management sold 12,072 Sony shares in Q3 2025, an estimated $314K.
Gotham Asset Management first reported a position in Sony in Q2 2018 and held it in 10 quarters.
Gotham Asset Management's Sony position peaked at $786K in Q1 2021.
785 funds tracked by Wall St. Rank held Sony as of Q3 2025.

Based on Gotham Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.