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New England Research & Management’s Sony SONY Stock Holding History

New England Research & 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
Q3 		– Sell
-29,250
Closed -$497K – 177
2024
Q2 		$497K Hold
29,250
– – 0.24% 122
2024
Q1 		$502K Sell
29,250
-500
-2% -$9.19K 0.25% 113
2023
Q4 		$563K Hold
29,750
– – 0.3% 99
2023
Q3 		$490K Buy
+29,750
New +$519K 0.28% 105
2021
Q1 		– Sell
-35,750
Closed -$723K – 190
2020
Q4 		$723K Buy
+35,750
New +$622K 0.45% 77
2020
Q3 		– Sell
-33,600
Closed -$465K – 158
2020
Q2 		$465K Buy
+33,600
New +$437K 0.33% 95
2019
Q3 		– Sell
-38,010
Closed -$398K – 181
2019
Q2 		$398K Sell
38,010
-5,000
-12% -$49.1K 0.27% 119
2019
Q1 		$363K Buy
43,010
+12,250
+40% +$115K 0.25% 122
2018
Q4 		$297K Buy
30,760
+7,000
+29% +$74.1K 0.23% 123
2018
Q3 		$288K Buy
23,760
+105
+0.4% +$1.16K 0.19% 126
2018
Q2 		$243K Buy
+23,655
New +$230K 0.16% 144
2017
Q4 		– Sell
-28,500
Closed -$213K – 165
2017
Q3 		$213K Buy
+28,500
New +$223K 0.16% 143

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

New England Research & Management's SONY Position: Q3 2024 in Review

New England Research & Management sold out of Sony (SONY) in Q3 2024, closing a stake of 29,250 shares — an estimated $497K sold.

New England Research & Management first reported a position in SONY in Q3 2017 and held it in 12 quarters. The position peaked at $723K in Q4 2020. 658 funds tracked by Wall St. Rank hold SONY as of Q3 2024.

  • New England Research & Management reported no remaining Sony position as of Q3 2024 after selling out during the quarter.
  • New England Research & Management sold 29,250 Sony shares in Q3 2024, an estimated $497K.
  • New England Research & Management first reported a position in Sony in Q3 2017 and held it in 12 quarters.
  • New England Research & Management's Sony position peaked at $723K in Q4 2020.
  • 658 funds tracked by Wall St. Rank held Sony as of Q3 2024.

Based on New England Research & Management's 13F filing for Q3 2024, filed 7 Oct 2024.