GI
SONY icon

Gradient Investments’s Sony SONY Stock Holding History

Gradient Investments’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
-35
Closed -$595 – 1125
2024
Q2 		$595 Hold
35
– – ﹤0.01% 1164
2024
Q1 		$600 Sell
35
-115
-77% -$2.11K ﹤0.01% 993
2023
Q4 		$2.84K Hold
150
– – ﹤0.01% 1139
2023
Q3 		$2.47K Hold
150
– – ﹤0.01% 1123
2023
Q2 		$2.7K Buy
+150
New +$2.81K ﹤0.01% 1093
2022
Q4 		– Sell
-50
Closed -$1K – 1651
2022
Q3 		$1K Buy
+50
New +$801 ﹤0.01% 1293
2017
Q2 		– Sell
-2,730
Closed -$18K – 900
2017
Q1 		$18K Buy
+2,730
New +$17K ﹤0.01% 424
2014
Q2 		– Sell
-530
Closed -$2K – 563
2014
Q1 		$2K Buy
+530
New +$1.83K ﹤0.01% 455

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gradient Investments's SONY Position: Q3 2024 in Review

Gradient Investments sold out of Sony (SONY) in Q3 2024, closing a stake of 35 shares — an estimated $595 sold.

Gradient Investments first reported a position in SONY in Q1 2014 and held it in 8 quarters. The position peaked at $18K in Q1 2017. 659 funds tracked by Wall St. Rank hold SONY as of Q3 2024.

  • Gradient Investments reported no remaining Sony position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 35 Sony shares in Q3 2024, an estimated $595.
  • Gradient Investments first reported a position in Sony in Q1 2014 and held it in 8 quarters.
  • Gradient Investments's Sony position peaked at $18K in Q1 2017.
  • 659 funds tracked by Wall St. Rank held Sony as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.