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Jaffetilchin Investment Partners’s Sony SONY Stock Holding History

Jaffetilchin Investment 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
2024
Q4 		– Sell
-7,040
Closed -$136K – 1156
2024
Q3 		$136K Buy
+7,040
New +$128K 0.01% 417
2022
Q1 		– Sell
-8,325
Closed -$210K – 381
2021
Q4 		$210K Buy
+8,325
New +$198K 0.02% 322
2021
Q3 		– Sell
-26,155
Closed -$529K – 405
2021
Q2 		$529K Buy
26,155
+6,770
+35% +$137K 0.04% 248
2021
Q1 		$411K Sell
19,385
-6,770
-26% -$143K 0.05% 225
2020
Q4 		$529K Sell
26,155
-2,180
-8% -$37.9K 0.08% 160
2020
Q3 		$435K Sell
28,335
-440
-2% -$6.84K 0.08% 150
2020
Q2 		$398K Buy
+28,775
New +$374K 0.09% 148
2018
Q2 		– Sell
-23,635
Closed -$228K – 357
2018
Q1 		$228K Sell
23,635
-40,795
-63% -$402K 0.05% 291
2017
Q4 		$579K Hold
64,430
– – 0.19% 98
2017
Q3 		$481K Sell
64,430
-5,990
-9% -$46.9K 0.11% 163
2017
Q2 		$538K Sell
70,420
-3,605
-5% -$25.6K 0.18% 97
2017
Q1 		$499K Buy
74,025
+630
+0.9% +$3.93K 0.13% 133
2016
Q4 		$411K Buy
73,395
+10,175
+16% +$61.8K 0.12% 141
2016
Q3 		$420K Sell
63,220
-295
-0.5% -$1.89K 0.13% 123
2016
Q2 		$373K Buy
63,515
+23,035
+57% +$124K 0.11% 141
2016
Q1 		$208K Sell
40,480
-25,960
-39% -$119K 0.07% 171
2015
Q4 		$327K Sell
66,440
-25,155
-27% -$133K 0.11% 138
2015
Q3 		$449K Buy
91,595
+11,225
+14% +$59.8K 0.17% 101
2015
Q2 		$456K Buy
80,370
+23,010
+40% +$141K 0.14% 130
2015
Q1 		$307K Sell
57,360
-20,865
-27% -$105K 0.09% 160
2014
Q4 		$320K Buy
+78,225
New +$308K 0.11% 156

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 $5.72T AUM 30.48% 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

Jaffetilchin Investment Partners's SONY Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Sony (SONY) in Q4 2024, closing a stake of 7,040 shares — an estimated $136K sold.

Jaffetilchin Investment Partners first reported a position in SONY in Q4 2014 and held it in 21 quarters. The position peaked at $579K in Q4 2017. 720 funds tracked by Wall St. Rank hold SONY as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Sony position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 7,040 Sony shares in Q4 2024, an estimated $136K.
  • Jaffetilchin Investment Partners first reported a position in Sony in Q4 2014 and held it in 21 quarters.
  • Jaffetilchin Investment Partners's Sony position peaked at $579K in Q4 2017.
  • 720 funds tracked by Wall St. Rank held Sony as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.