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Kelly Financial Services’s Sony SONY Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-2,500
Closed -$42.5K – 650
2024
Q2 		$42.5K Hold
2,500
– – 0.02% 246
2024
Q1 		$42.9K Hold
2,500
– – 0.02% 240
2023
Q4 		$47.3K Hold
2,500
– – 0.02% 210
2023
Q3 		$41.2K Hold
2,500
– – 0.02% 206
2023
Q2 		$45K Hold
2,500
– – 0.02% 200
2023
Q1 		$45.3K Sell
2,500
-60
-2% -$1.04K 0.02% 194
2022
Q4 		$39.1K Hold
2,560
– – 0.02% 200
2022
Q3 		$32.8K Buy
2,560
+60
+2% +$961 0.02% 201
2022
Q2 		$40.9K Hold
2,500
– – 0.02% 182
2022
Q1 		$51.4K Hold
2,500
– – 0.02% 174
2021
Q4 		$63.2K Hold
2,500
– – 0.03% 149
2021
Q3 		$55.3K Sell
2,500
-240,550
-99% -$5.04M 0.03% 146
2021
Q2 		$500K Buy
+243,050
New +$4.92M 0.02% 183

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 $295B AUM 31.6% 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 $6.69B AUM
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

Kelly Financial Services's SONY Position: Q3 2024 in Review

Kelly Financial Services sold out of Sony (SONY) in Q3 2024, closing a stake of 2,500 shares — an estimated $42.5K sold.

Kelly Financial Services first reported a position in SONY in Q2 2021 and held it in 13 quarters. The position peaked at $500K in Q2 2021. 658 funds tracked by Wall St. Rank hold SONY as of Q3 2024.

  • Kelly Financial Services reported no remaining Sony position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 2,500 Sony shares in Q3 2024, an estimated $42.5K.
  • Kelly Financial Services first reported a position in Sony in Q2 2021 and held it in 13 quarters.
  • Kelly Financial Services's Sony position peaked at $500K in Q2 2021.
  • 658 funds tracked by Wall St. Rank held Sony as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.