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Householder Group Estate & Retirement Specialist’s Sony SONY Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$61K Sell
2,901
-354
-11% -$6.89K 0.05% 195
2024
Q3 		$62K Buy
3,255
+355
+12% +$6.47K 0.02% 448
2024
Q2 		$49K Hold
2,900
– – 0.01% 481
2024
Q1 		$49.7K Sell
2,900
-2,360
-45% -$43.4K 0.01% 471
2023
Q4 		$99K Sell
5,260
-295
-5% -$5.12K 0.03% 337
2023
Q3 		$91.6K Buy
+5,555
New +$96.9K 0.03% 333
2023
Q1 		$101K Buy
+5,555
New +$96.3K 0.04% 305
2022
Q4 		– Sell
-5,480
Closed -$70K – 1006
2022
Q3 		$70K Buy
+5,480
New +$87.8K 0.03% 329

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 $336B AUM 34.66% 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 $6.73T AUM 46.02% 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 $6.48B AUM 18.36% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SONY Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Sony (SONY) stake by 11% in Q4 2024, selling an estimated $6.89K and leaving 2,901 shares worth $61K. The position accounts for 0.05% of the portfolio, ranked #195.

Householder Group Estate & Retirement Specialist first reported a position in SONY in Q3 2022 and has held it in 8 quarters since. The position peaked at $101K in Q1 2023. 720 funds tracked by Wall St. Rank hold SONY as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 2,901 shares of Sony worth $61K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 354 Sony shares in Q4 2024, an estimated $6.89K.
  • Sony made up 0.05% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #195 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Sony in Q3 2022 and has held it in 8 quarters since.
  • Householder Group Estate & Retirement Specialist's Sony position peaked at $101K in Q1 2023.
  • 720 funds tracked by Wall St. Rank held Sony as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.