Macroview Investment Management’s Sony SONY Stock Holding History

Macroview Investment Management’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	–	Sell	-485	Closed	-$9.37K	–	475
2024 Q3	$9.37K	Hold	485	–	–	0.01%	245
2024 Q2	$8.24K	Hold	485	–	–	0.01%	262
2024 Q1	$8.32K	Hold	485	–	–	0.01%	284
2023 Q4	$9.19K	Hold	485	–	–	0.01%	274
2023 Q3	$7.99K	Hold	485	–	–	0.01%	305
2023 Q2	$8.73K	Hold	485	–	–	0.01%	285
2023 Q1	$8.79K	Hold	485	–	–	0.01%	275
2022 Q4	$7.4K	Hold	485	–	–	0.01%	287
2022 Q3	$6K	Hold	485	–	–	0.01%	279
2022 Q2	$8K	Hold	485	–	–	0.01%	285
2022 Q1	$10K	Hold	485	–	–	0.01%	272
2021 Q4	$12K	Hold	485	–	–	0.02%	238
2021 Q3	$11K	Buy	+485	New	+$10.2K	0.01%	163

Other funds holding SONY

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $7.03B AUM 11.68% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Macroview Investment Management's SONY Position: Q4 2024 in Review

Macroview Investment Management sold out of Sony (SONY) in Q4 2024, closing a stake of 485 shares — an estimated $9.37K sold.

Macroview Investment Management first reported a position in SONY in Q3 2021 and held it in 13 quarters. The position peaked at $12K in Q4 2021. 720 funds tracked by Wall St. Rank hold SONY as of Q4 2024.

Macroview Investment Management reported no remaining Sony position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 485 Sony shares in Q4 2024, an estimated $9.37K.
Macroview Investment Management first reported a position in Sony in Q3 2021 and held it in 13 quarters.
Macroview Investment Management's Sony position peaked at $12K in Q4 2021.
720 funds tracked by Wall St. Rank held Sony as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.