Institutional & Family Asset Management’s Sony SONY Stock Holding History

Institutional & Family 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
2024 Q2	$3.31K	Sell	195 -445	-70%	-$7.36K	﹤0.01%	542
2024 Q1	$11K	Sell	640 -10	-2%	-$184	﹤0.01%	395
2023 Q4	$12.3K	Buy	650 +40	+7%	+$694	﹤0.01%	364
2023 Q3	$10.1K	Hold	610	–	–	﹤0.01%	374
2023 Q2	$11K	Sell	610 -45	-7%	-$844	﹤0.01%	374
2023 Q1	$11.9K	Buy	655 +55	+9%	+$953	﹤0.01%	357
2022 Q4	$9.15K	Buy	600 +15	+3%	+$224	﹤0.01%	387
2022 Q3	$7K	Sell	585 -25	-4%	-$401	﹤0.01%	432
2022 Q2	$10K	Hold	610	–	–	﹤0.01%	393
2022 Q1	$13K	Sell	610 -90	-13%	-$1.96K	﹤0.01%	413
2021 Q4	$18K	Buy	700 +60	+9%	+$1.43K	﹤0.01%	385
2021 Q3	$14K	Hold	640	–	–	﹤0.01%	506
2021 Q2	$12K	Buy	640 +50	+8%	+$1.01K	﹤0.01%	566
2021 Q1	$13K	Sell	590 -5	-0.8%	-$106	﹤0.01%	538
2020 Q4	$12K	Buy	595 +95	+19%	+$1.65K	﹤0.01%	508
2020 Q3	$8K	Hold	500	–	–	﹤0.01%	526
2020 Q2	$7K	Buy	+500	New	+$6.5K	﹤0.01%	539

Other funds holding SONY

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GAM

Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Institutional & Family Asset Management's SONY Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Sony (SONY) stake by 70% in Q2 2024, selling an estimated $7.36K and leaving 195 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Institutional & Family Asset Management first reported a position in SONY in Q2 2020 and has held it in 17 quarters since. The position peaked at $18K in Q4 2021. 651 funds tracked by Wall St. Rank hold SONY as of Q2 2024.

Institutional & Family Asset Management held 195 shares of Sony worth $3.31K as of Q2 2024.
Institutional & Family Asset Management sold 445 Sony shares in Q2 2024, an estimated $7.36K.
Sony made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #542 holding.
Institutional & Family Asset Management first reported a position in Sony in Q2 2020 and has held it in 17 quarters since.
Institutional & Family Asset Management's Sony position peaked at $18K in Q4 2021.
651 funds tracked by Wall St. Rank held Sony as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.