LM Advisors’s Sony SONY Stock Holding History

LM Advisors’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 Q1	–	Sell	-120	Closed	-$2.27K	–	643
2023 Q4	$2.27K	Buy	+120	New	+$2.08K	﹤0.01%	653

Other funds holding SONY

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

FMI

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

LM Advisors's SONY Position: Q1 2024 in Review

LM Advisors sold out of Sony (SONY) in Q1 2024, closing a stake of 120 shares — an estimated $2.27K sold.

LM Advisors first reported a position in SONY in Q4 2023 and held it in 1 quarter. The position peaked at $2.27K in Q4 2023. 651 funds tracked by Wall St. Rank hold SONY as of Q1 2024.

LM Advisors reported no remaining Sony position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 120 Sony shares in Q1 2024, an estimated $2.27K.
LM Advisors first reported a position in Sony in Q4 2023 and held it in 1 quarter.
LM Advisors's Sony position peaked at $2.27K in Q4 2023.
651 funds tracked by Wall St. Rank held Sony as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.