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Lindbrook Capital’s Sony SONY Stock Holding History

Lindbrook Capital’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 		$513K Buy
20,187
+873
+5% +$20.2K 0.05% 220
2024
Q4 		$409K Buy
19,314
+724
+4% +$14.1K 0.04% 254
2024
Q3 		$359K Buy
18,590
+440
+2% +$8.02K 0.03% 273
2024
Q2 		$308K Sell
18,150
-2,545
-12% -$42.1K 0.03% 281
2024
Q1 		$355K Sell
20,695
-4,760
-19% -$87.5K 0.03% 254
2023
Q4 		$482K Buy
25,455
+3,090
+14% +$53.6K 0.05% 208
2023
Q3 		$369K Sell
22,365
-185
-0.8% -$3.23K 0.04% 223
2023
Q2 		$406K Buy
22,550
+50
+0.2% +$938 0.04% 211
2023
Q1 		$408K Buy
22,500
+560
+3% +$9.71K 0.05% 199
2022
Q4 		$335K Buy
21,940
+3,700
+20% +$55.3K 0.04% 228
2022
Q3 		$234K Buy
18,240
+390
+2% +$6.25K 0.04% 245
2022
Q2 		$292K Buy
17,850
+695
+4% +$12.3K 0.05% 221
2022
Q1 		$352K Sell
17,155
-780
-4% -$17K 0.05% 202
2021
Q4 		$453K Buy
17,935
+2,160
+14% +$51.4K 0.07% 176
2021
Q3 		$349K Buy
15,775
+310
+2% +$6.49K 0.09% 93
2021
Q2 		$301K Sell
15,465
-240
-2% -$4.86K 0.07% 124
2021
Q1 		$333K Buy
15,705
+720
+5% +$15.2K 0.08% 109
2020
Q4 		$303K Buy
14,985
+60
+0.4% +$1.04K 0.07% 105
2020
Q3 		$229K Buy
14,925
+225
+2% +$3.5K 0.06% 116
2020
Q2 		$203K Buy
14,700
+305
+2% +$3.96K 0.06% 122
2020
Q1 		$170K Sell
14,395
-2,630
-15% -$34.5K 0.06% 115
2019
Q4 		$232K Buy
17,025
+370
+2% +$4.61K 0.08% 123
2019
Q3 		$197K Buy
16,655
+95
+0.6% +$1.07K 0.07% 135
2019
Q2 		$173K Buy
16,560
+1,185
+8% +$11.6K 0.07% 148
2019
Q1 		$129K Sell
15,375
-20
-0.1% -$187 0.05% 188
2018
Q4 		$148K Buy
+15,395
New +$163K 0.07% 144

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lindbrook Capital's SONY Position: Q1 2025 in Review

Lindbrook Capital increased its Sony (SONY) stake by 4.5% in Q1 2025, buying an estimated $20.2K and bringing the position to 20,187 shares worth $513K. The position accounts for 0.05% of the portfolio, ranked #220.

Lindbrook Capital first reported a position in SONY in Q4 2018 and has held it in 26 quarters since. 748 funds tracked by Wall St. Rank hold SONY as of Q1 2025.

  • Lindbrook Capital held 20,187 shares of Sony worth $513K as of Q1 2025.
  • Lindbrook Capital bought 873 Sony shares in Q1 2025, an estimated $20.2K.
  • Sony made up 0.05% of Lindbrook Capital's portfolio in Q1 2025, its #220 holding.
  • Lindbrook Capital first reported a position in Sony in Q4 2018 and has held it in 26 quarters since.
  • 748 funds tracked by Wall St. Rank held Sony as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.