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Meitav Investment House’s Sony SONY Stock Holding History

Meitav Investment House’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
-106,635
Closed -$2.02M – 339
2023
Q4 		$2.02M Sell
106,635
-41,400
-28% -$718K 0.03% 153
2023
Q3 		$2.45M Sell
148,035
-7,085
-5% -$124K 0.04% 146
2023
Q2 		$2.81M Sell
155,120
-45,290
-23% -$849K 0.05% 157
2023
Q1 		$3.56M Sell
200,410
-18,975
-9% -$329K 0.06% 154
2022
Q4 		$3.32M Sell
219,385
-31,475
-13% -$470K 0.06% 161
2022
Q3 		$3.3M Buy
250,860
+475
+0.2% +$7.61K 0.06% 160
2022
Q2 		$4.13M Sell
250,385
-605
-0.2% -$10.7K 0.07% 151
2022
Q1 		$5.2M Sell
250,990
-14,955
-6% -$325K 0.08% 159
2021
Q4 		$6.71M Buy
265,945
+60,300
+29% +$1.44M 0.11% 143
2021
Q3 		$4.56M Buy
205,645
+113,335
+123% +$2.37M 0.07% 167
2021
Q2 		$1.81M Buy
92,310
+29,870
+48% +$605K 0.05% 188
2021
Q1 		$1.32K Sell
62,440
-20,555
-25% -$434K 0.04% 193
2020
Q4 		$1.68M Sell
82,995
-27,965
-25% -$486K 0.07% 130
2020
Q3 		$1.7M Buy
110,960
+26,860
+32% +$418K 0.08% 119
2020
Q2 		$1.16M Buy
84,100
+6,245
+8% +$81.2K 0.07% 148
2020
Q1 		$922K Sell
77,855
-6,415
-8% -$84.1K 0.07% 155
2019
Q4 		$1.15M Sell
84,270
-3,720
-4% -$46.4K 0.08% 151
2019
Q3 		$1.06M Sell
87,990
-87,855
-50% -$992K 0.08% 158
2019
Q2 		$1.85M Sell
175,845
-8,305
-5% -$81.5K 0.12% 96
2019
Q1 		$1.56M Buy
184,150
+16,995
+10% +$159K 0.09% 137
2018
Q4 		$1.53M Buy
167,155
+20,000
+14% +$212K 0.1% 115
2018
Q3 		$1.75M Buy
147,155
+12,155
+9% +$134K 0.09% 155
2018
Q2 		$1.4M Sell
135,000
-20,000
-13% -$195K 0.06% 166
2018
Q1 		$1.5M Buy
155,000
+5,000
+3% +$49.3K 0.08% 107
2017
Q4 		$1.36M Buy
+150,000
New +$1.29M 0.08% 106

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Meitav Investment House's SONY Position: Q1 2024 in Review

Meitav Investment House sold out of Sony (SONY) in Q1 2024, closing a stake of 106,635 shares — an estimated $2.02M sold.

Meitav Investment House first reported a position in SONY in Q4 2017 and held it in 25 quarters. The position peaked at $6.71M in Q4 2021. 651 funds tracked by Wall St. Rank hold SONY as of Q1 2024.

  • Meitav Investment House reported no remaining Sony position as of Q1 2024 after selling out during the quarter.
  • Meitav Investment House sold 106,635 Sony shares in Q1 2024, an estimated $2.02M.
  • Meitav Investment House first reported a position in Sony in Q4 2017 and held it in 25 quarters.
  • Meitav Investment House's Sony position peaked at $6.71M in Q4 2021.
  • 651 funds tracked by Wall St. Rank held Sony as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.