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Legacy Investment Solutions’s Sony SONY Stock Holding History

Legacy Investment Solutions’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 		$565 Sell
25
-100
-80% -$1.95K ﹤0.01% 650
2024
Q3 		$463 Buy
+125
New +$2.28K ﹤0.01% 618

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

Legacy Investment Solutions's SONY Position: Q4 2024 in Review

Legacy Investment Solutions reduced its Sony (SONY) stake by 80% in Q4 2024, selling an estimated $1.95K and leaving 25 shares worth $565. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Legacy Investment Solutions first reported a position in SONY in Q3 2024 and has held it in 2 quarters since. 719 funds tracked by Wall St. Rank hold SONY as of Q4 2024.

  • Legacy Investment Solutions held 25 shares of Sony worth $565 as of Q4 2024.
  • Legacy Investment Solutions sold 100 Sony shares in Q4 2024, an estimated $1.95K.
  • Sony made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q4 2024, its #650 holding.
  • Legacy Investment Solutions first reported a position in Sony in Q3 2024 and has held it in 2 quarters since.
  • 719 funds tracked by Wall St. Rank held Sony as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.