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Mendota Financial Group’s Sony SONY Stock Holding History

Mendota Financial Group’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 		– Sell
-85
Closed -$1.8K – 327
2024
Q4 		$1.8K Sell
85
-40
-32% -$779 ﹤0.01% 295
2024
Q3 		$2.42K Buy
125
+40
+47% +$729 ﹤0.01% 309
2024
Q2 		$1.45K Buy
+85
New +$1.41K ﹤0.01% 291

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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 $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 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 $860B AUM 41.15% 1-Year Est. Return

Mendota Financial Group's SONY Position: Q1 2025 in Review

Mendota Financial Group sold out of Sony (SONY) in Q1 2025, closing a stake of 85 shares — an estimated $1.8K sold.

Mendota Financial Group first reported a position in SONY in Q2 2024 and held it in 3 quarters. The position peaked at $2.42K in Q3 2024. 749 funds tracked by Wall St. Rank hold SONY as of Q1 2025.

  • Mendota Financial Group reported no remaining Sony position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 85 Sony shares in Q1 2025, an estimated $1.8K.
  • Mendota Financial Group first reported a position in Sony in Q2 2024 and held it in 3 quarters.
  • Mendota Financial Group's Sony position peaked at $2.42K in Q3 2024.
  • 749 funds tracked by Wall St. Rank held Sony as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.