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PFS Investments’s Sony SONY Stock Holding History

PFS Investments’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
2023
Q2 		$7.92M Buy
439,845
+93,215
+27% +$1.75M 0.13% 155
2023
Q1 		$6.11M Buy
346,630
+52,855
+18% +$916K 0.11% 176
2022
Q4 		$4.48M Buy
293,775
+72,740
+33% +$1.09M 0.08% 209
2022
Q3 		$2.83K Buy
221,035
+15,190
+7% +$243K 0.05% 239
2022
Q2 		$3.37M Buy
205,845
+31,655
+18% +$561K 0.07% 231
2022
Q1 		$3.58M Buy
174,190
+60,405
+53% +$1.31M 0.07% 229
2021
Q4 		$2.88M Buy
113,785
+58,290
+105% +$1.39M 0.06% 244
2021
Q3 		$1.37M Buy
55,495
+14,790
+36% +$310K 0.03% 299
2021
Q2 		$831K Buy
40,705
+3,895
+11% +$78.9K 0.02% 313
2021
Q1 		$780K Buy
+36,810
New +$777K 0.02% 280

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 $5.7T AUM 30.48% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return