Mosaic Financial Group’s Sony SONY Stock Holding History

Mosaic 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
2024 Q3	–	Sell	-7,500	Closed	-$127K	–	134
2024 Q2	$127K	Sell	7,500 -7,000	-48%	-$116K	0.09%	125
2024 Q1	$249K	Buy	+14,500	New	+$267K	0.2%	100

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

FMI

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mosaic Financial Group's SONY Position: Q3 2024 in Review

Mosaic Financial Group sold out of Sony (SONY) in Q3 2024, closing a stake of 7,500 shares — an estimated $127K sold.

Mosaic Financial Group first reported a position in SONY in Q1 2024 and held it in 2 quarters. The position peaked at $249K in Q1 2024. 658 funds tracked by Wall St. Rank hold SONY as of Q3 2024.

Mosaic Financial Group reported no remaining Sony position as of Q3 2024 after selling out during the quarter.
Mosaic Financial Group sold 7,500 Sony shares in Q3 2024, an estimated $127K.
Mosaic Financial Group first reported a position in Sony in Q1 2024 and held it in 2 quarters.
Mosaic Financial Group's Sony position peaked at $249K in Q1 2024.
658 funds tracked by Wall St. Rank held Sony as of Q3 2024.

Based on Mosaic Financial Group's 13F filing for Q3 2024, filed 15 Nov 2024.