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Indiana Trust & Investment Management’s Sony SONY Stock Holding History

Indiana Trust & Investment 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
-585
Closed -$12.4K – 482
2024
Q4 		$12.4K Hold
585
– – ﹤0.01% 382
2024
Q3 		$11.3K Hold
585
– – ﹤0.01% 396
2024
Q2 		$9.94K Buy
+585
New +$9.67K ﹤0.01% 387

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $6.48B AUM 18.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Indiana Trust & Investment Management's SONY Position: Q1 2025 in Review

Indiana Trust & Investment Management sold out of Sony (SONY) in Q1 2025, closing a stake of 585 shares — an estimated $12.4K sold.

Indiana Trust & Investment Management first reported a position in SONY in Q2 2024 and held it in 3 quarters. The position peaked at $12.4K in Q4 2024. 748 funds tracked by Wall St. Rank hold SONY as of Q1 2025.

  • Indiana Trust & Investment Management reported no remaining Sony position as of Q1 2025 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 585 Sony shares in Q1 2025, an estimated $12.4K.
  • Indiana Trust & Investment Management first reported a position in Sony in Q2 2024 and held it in 3 quarters.
  • Indiana Trust & Investment Management's Sony position peaked at $12.4K in Q4 2024.
  • 748 funds tracked by Wall St. Rank held Sony as of Q1 2025.

Based on Indiana Trust & Investment Management's 13F filing for Q1 2025, filed 21 May 2025.