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Moran Wealth Management’s Sony SONY Stock Holding History

Moran Wealth 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
Q1 		– Sell
-719,000
Closed -$13.6M – 447
2023
Q4 		$13.6M Buy
719,000
+5,290
+0.7% +$91.8K 0.48% 67
2023
Q3 		$11.8M Sell
713,710
-109,385
-13% -$1.91M 0.46% 80
2023
Q2 		$14.8M Sell
823,095
-9,605
-1% -$180K 0.56% 68
2023
Q1 		$15.1M Buy
832,700
+169,065
+25% +$2.93M 0.57% 66
2022
Q4 		$10.1M Buy
+663,635
New +$9.91M 0.38% 84

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

Moran Wealth Management's SONY Position: Q1 2024 in Review

Moran Wealth Management sold out of Sony (SONY) in Q1 2024, closing a stake of 719,000 shares — an estimated $13.6M sold.

Moran Wealth Management first reported a position in SONY in Q4 2022 and held it in 5 quarters. The position peaked at $15.1M in Q1 2023. 651 funds tracked by Wall St. Rank hold SONY as of Q1 2024.

  • Moran Wealth Management reported no remaining Sony position as of Q1 2024 after selling out during the quarter.
  • Moran Wealth Management sold 719,000 Sony shares in Q1 2024, an estimated $13.6M.
  • Moran Wealth Management first reported a position in Sony in Q4 2022 and held it in 5 quarters.
  • Moran Wealth Management's Sony position peaked at $15.1M in Q1 2023.
  • 651 funds tracked by Wall St. Rank held Sony as of Q1 2024.

Based on Moran Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.