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Lake Street Advisors Group’s Sony SONY Stock Holding History

Lake Street Advisors Group’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 		$1M Buy
47,479
+6,554
+16% +$128K 0.05% 226
2024
Q3 		$790K Sell
40,925
-15,335
-27% -$280K 0.04% 249
2024
Q2 		$956K Sell
56,260
-610
-1% -$10.1K 0.05% 221
2024
Q1 		$975K Sell
56,870
-4,420
-7% -$81.3K 0.05% 236
2023
Q4 		$1.16M Buy
61,290
+2,855
+5% +$49.5K 0.06% 198
2023
Q3 		$963K Buy
58,435
+260
+0.4% +$4.54K 0.06% 169
2023
Q2 		$1.05M Buy
58,175
+730
+1% +$13.7K 0.06% 167
2023
Q1 		$1.04M Buy
57,445
+3,300
+6% +$57.2K 0.06% 160
2022
Q4 		$826K Buy
+54,145
New +$809K 0.05% 161
2022
Q3 		– Sell
-60,620
Closed -$991K – 354
2022
Q2 		$991K Sell
60,620
-435
-0.7% -$7.71K 0.07% 144
2022
Q1 		$1.25M Buy
61,055
+4,435
+8% +$96.4K 0.08% 136
2021
Q4 		$1.43M Buy
56,620
+1,490
+3% +$35.5K 0.09% 132
2021
Q3 		$1.22M Buy
55,130
+17,305
+46% +$362K 0.13% 104
2021
Q2 		$758K Buy
37,825
+895
+2% +$18.1K 0.06% 130
2021
Q1 		$783K Buy
36,930
+735
+2% +$15.5K 0.06% 118
2020
Q4 		$732K Buy
36,195
+1,270
+4% +$22.1K 0.06% 121
2020
Q3 		$536K Sell
34,925
-250
-0.7% -$3.89K 0.05% 136
2020
Q2 		$486K Buy
35,175
+1,805
+5% +$23.5K 0.05% 139
2020
Q1 		$395K Buy
33,370
+12,305
+58% +$161K 0.05% 132
2019
Q4 		$286K Buy
21,065
+1,455
+7% +$18.1K 0.03% 191
2019
Q3 		$232K Buy
19,610
+305
+2% +$3.44K 0.03% 193
2019
Q2 		$202K Buy
+19,305
New +$190K 0.02% 214
2018
Q4 		– Sell
-17,165
Closed -$208K – 220
2018
Q3 		$208K Sell
17,165
-3,635
-17% -$40K 0.02% 199
2018
Q2 		$213K Hold
20,800
– – 0.02% 300
2018
Q1 		$201K Buy
+20,800
New +$205K 0.02% 295

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

Lake Street Advisors Group's SONY Position: Q4 2024 in Review

Lake Street Advisors Group increased its Sony (SONY) stake by 16% in Q4 2024, buying an estimated $128K and bringing the position to 47,479 shares worth $1M. The position accounts for 0.05% of the portfolio, ranked #226.

Lake Street Advisors Group first reported a position in SONY in Q1 2018 and has held it in 25 quarters since. The position peaked at $1.43M in Q4 2021. 720 funds tracked by Wall St. Rank hold SONY as of Q4 2024.

  • Lake Street Advisors Group held 47,479 shares of Sony worth $1M as of Q4 2024.
  • Lake Street Advisors Group bought 6,554 Sony shares in Q4 2024, an estimated $128K.
  • Sony made up 0.05% of Lake Street Advisors Group's portfolio in Q4 2024, its #226 holding.
  • Lake Street Advisors Group first reported a position in Sony in Q1 2018 and has held it in 25 quarters since.
  • Lake Street Advisors Group's Sony position peaked at $1.43M in Q4 2021.
  • 720 funds tracked by Wall St. Rank held Sony as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.