JHCP
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Jackson Hole Capital Partners’s Sony SONY Stock Holding History

Jackson Hole Capital Partners’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
Q4 		– Sell
-142,027
Closed -$4.09M – 316
2025
Q3 		$4.09M Buy
142,027
+78
+0.1% +$2.1K 0.7% 36
2025
Q2 		$3.69M Sell
141,949
-1,366
-1% -$34.2K 0.68% 43
2025
Q1 		$3.64M Buy
143,315
+2,454
+2% +$56.7K 0.72% 39
2024
Q4 		$2.98M Sell
140,861
-609
-0.4% -$11.9K 0.6% 47
2024
Q3 		$2.73M Sell
141,470
-6,430
-4% -$117K 0.57% 50
2024
Q2 		$2.51M Buy
147,900
+2,095
+1% +$34.6K 0.55% 56
2024
Q1 		$2.5M Buy
145,805
+4,500
+3% +$82.7K 0.57% 53
2023
Q4 		$2.68M Buy
141,305
+11,170
+9% +$194K 0.68% 36
2023
Q3 		$2.14M Sell
130,135
-2,730
-2% -$47.6K 0.63% 42
2023
Q2 		$2.39M Sell
132,865
-3,620
-3% -$67.9K 0.66% 39
2023
Q1 		$2.47M Sell
136,485
-2,210
-2% -$38.3K 0.65% 40
2022
Q4 		$2.12M Sell
138,695
-1,590
-1% -$23.8K 0.63% 45
2022
Q3 		$1.8M Buy
140,285
+705
+0.5% +$11.3K 0.55% 51
2022
Q2 		$2.28M Buy
139,580
+2,420
+2% +$42.9K 0.71% 42
2022
Q1 		$2.82M Buy
137,160
+3,700
+3% +$80.4K 0.81% 35
2021
Q4 		$3.37M Sell
133,460
-3,825
-3% -$91.1K 1.06% 28
2021
Q3 		$3.04M Buy
+137,285
New +$2.87M 0.99% 29

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return