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Harvest Fund Management’s Sony SONY Stock Holding History

Harvest Fund 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
Q1 		– Sell
-2,097
Closed -$44K – 828
2024
Q4 		$44K Buy
+2,097
New +$40.8K ﹤0.01% 611
2024
Q2 		– Sell
-990
Closed -$17K – 738
2024
Q1 		$17K Buy
+990
New +$18.2K ﹤0.01% 564
2022
Q3 		– Sell
-2,080
Closed -$34K – 833
2022
Q2 		$34K Sell
2,080
-12,205
-85% -$216K 0.01% 466
2022
Q1 		$293K Hold
14,285
– – 0.06% 146
2021
Q4 		$360K Buy
14,285
+13,645
+2,132% +$325K 0.06% 147
2021
Q3 		$14K Hold
640
– – ﹤0.01% 658
2021
Q2 		$12K Hold
640
– – ﹤0.01% 710
2021
Q1 		$13K Hold
640
– – ﹤0.01% 731
2020
Q4 		$12K Sell
640
-7,110
-92% -$124K ﹤0.01% 552
2020
Q3 		$116K Buy
+7,750
New +$121K 0.01% 248

Other funds holding SONY

Primecap Management
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return