Lee, Danner & Bass’s Sony SONY Stock Holding History

Lee, Danner & Bass’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 Q1	–	Sell	-140	Closed	-$2.96K	–	640
2024 Q4	$2.96K	Buy	+140	New	+$2.73K	﹤0.01%	645

Other funds holding SONY

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lee, Danner & Bass's SONY Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Sony (SONY) in Q1 2025, closing a stake of 140 shares — an estimated $2.96K sold.

Lee, Danner & Bass first reported a position in SONY in Q4 2024 and held it in 1 quarter. The position peaked at $2.96K in Q4 2024. 747 funds tracked by Wall St. Rank hold SONY as of Q1 2025.

Lee, Danner & Bass reported no remaining Sony position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 140 Sony shares in Q1 2025, an estimated $2.96K.
Lee, Danner & Bass first reported a position in Sony in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Sony position peaked at $2.96K in Q4 2024.
747 funds tracked by Wall St. Rank held Sony as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.