Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$152M Sell
7,364,415
-55,032
-0.7% -$1.23M 0.02% 576
2025
Q4
$190M Sell
7,419,447
-141,596
-2% -$3.98M 0.02% 515
2025
Q3
$218M Sell
7,561,043
-165,706
-2% -$4.46M 0.03% 464
2025
Q2
$201M Sell
7,726,749
-118,772
-2% -$2.97M 0.03% 482
2025
Q1
$199M Buy
7,845,521
+257,838
+3% +$5.96M 0.03% 473
2024
Q4
$161M Buy
7,587,683
+2,241,328
+42% +$43.7M 0.02% 538
2024
Q3
$103M Buy
5,346,355
+26,370
+0.5% +$481K 0.02% 633
2024
Q2
$90.4M Buy
5,319,985
+134,845
+3% +$2.23M 0.02% 674
2024
Q1
$88.9M Sell
5,185,140
-90,810
-2% -$1.67M 0.02% 670
2023
Q4
$99.9M Buy
5,275,950
+879,660
+20% +$15.3M 0.02% 624
2023
Q3
$72.5M Sell
4,396,290
-60,590
-1% -$1.06M 0.01% 729
2023
Q2
$80.3M Sell
4,456,880
-2,635
-0.1% -$49.4K 0.02% 679
2023
Q1
$80.9M Buy
4,459,515
+218,205
+5% +$3.78M 0.02% 670
2022
Q4
$64.7M Buy
4,241,310
+8,605
+0.2% +$129K 0.01% 775
2022
Q3
$54.2M Sell
4,232,705
-186,450
-4% -$2.99M 0.01% 815
2022
Q2
$72.3M Sell
4,419,155
-191,425
-4% -$3.39M 0.02% 681
2022
Q1
$94.7M Sell
4,610,580
-551,035
-11% -$12M 0.02% 666
2021
Q4
$130M Buy
5,161,615
+73,085
+1% +$1.74M 0.02% 577
2021
Q3
$113M Sell
5,088,530
-993,805
-16% -$20.8M 0.02% 608
2021
Q2
$118M Sell
6,082,335
-539,170
-8% -$10.9M 0.02% 606
2021
Q1
$140M Buy
6,621,505
+182,325
+3% +$3.85M 0.03% 543
2020
Q4
$130M Sell
6,439,180
-61,560
-0.9% -$1.07M 0.03% 534
2020
Q3
$99.8M Sell
6,500,740
-11,870
-0.2% -$185K 0.02% 556
2020
Q2
$90M Sell
6,512,610
-312,600
-5% -$4.06M 0.02% 580
2020
Q1
$80.8M Sell
6,825,210
-189,905
-3% -$2.49M 0.02% 562
2019
Q4
$95.4M Buy
7,015,115
+64,980
+0.9% +$810K 0.02% 612
2019
Q3
$82.2M Buy
6,950,135
+60,220
+0.9% +$680K 0.02% 647
2019
Q2
$72.2M Buy
6,889,915
+257,160
+4% +$2.52M 0.02% 734
2019
Q1
$56M Sell
6,632,755
-50,965
-0.8% -$477K 0.01% 877
2018
Q4
$64.5M Sell
6,683,720
-130,345
-2% -$1.38M 0.02% 686
2018
Q3
$82.7M Buy
6,814,065
+448,360
+7% +$4.94M 0.02% 653
2018
Q2
$65.3M Buy
6,365,705
+522,495
+9% +$5.08M 0.02% 792
2018
Q1
$56.5M Buy
5,843,210
+189,120
+3% +$1.86M 0.01% 886
2017
Q4
$50.8M Buy
5,654,090
+76,060
+1% +$653K 0.01% 964
2017
Q3
$41.7M Buy
5,578,030
+3,405
+0.1% +$26.7K 0.01% 1102
2017
Q2
$42.6M Buy
5,574,625
+17,315
+0.3% +$123K 0.01% 1045
2017
Q1
$37.5M Buy
5,557,310
+108,470
+2% +$676K 0.01% 1146
2016
Q4
$30.5M Buy
5,448,840
+1,595,055
+41% +$9.69M 0.01% 1267
2016
Q3
$25.6M Sell
3,853,785
-104,930
-3% -$673K 0.01% 1377
2016
Q2
$23.2M Sell
3,958,715
-65,125
-2% -$349K 0.01% 1416
2016
Q1
$20.5M Buy
4,023,840
+117,480
+3% +$539K 0.01% 1481
2015
Q4
$19.2M Buy
3,906,360
+291,135
+8% +$1.54M 0.01% 1544
2015
Q3
$17.7M Sell
3,615,225
-598,510
-14% -$3.19M 0.01% 1580
2015
Q2
$23.9M Buy
4,213,735
+119,900
+3% +$735K 0.01% 1448
2015
Q1
$21.9M Sell
4,093,835
-364,225
-8% -$1.84M 0.01% 1508
2014
Q4
$18.3M Buy
4,458,060
+1,261,090
+39% +$4.97M 0.01% 1608
2014
Q3
$11.5M Buy
3,196,970
+882,585
+38% +$3.18M ﹤0.01% 1929
2014
Q2
$7.76M Sell
2,314,385
-7,135
-0.3% -$24.7K ﹤0.01% 2218
2014
Q1
$8.88M Buy
2,321,520
+1,301,455
+128% +$4.49M ﹤0.01% 2191
2013
Q4
$3.53M Buy
1,020,065
+50,460
+5% +$186K ﹤0.01% 2786
2013
Q3
$4.17M Buy
969,605
+21,810
+2% +$92.4K ﹤0.01% 2635
2013
Q2
$4.02M Buy
+947,795
New +$3.56M ﹤0.01% 2556

Other funds holding SONY