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Planning Capital Management Corporation’s Sony SONY Stock Holding History

Planning Capital Management Corporation’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
-1,440
Closed -$24.5K – 893
2024
Q2 		$24.5K Hold
1,440
– – 0.02% 252
2024
Q1 		$24.7K Hold
1,440
– – 0.02% 256
2023
Q4 		$27.3K Buy
+1,440
New +$25K 0.02% 245

Other funds holding SONY

Primecap Management
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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 $336B AUM 34.66% 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 $6.48B AUM 18.36% 1-Year Est. Return
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

Planning Capital Management Corporation's SONY Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Sony (SONY) in Q3 2024, closing a stake of 1,440 shares — an estimated $24.5K sold.

Planning Capital Management Corporation first reported a position in SONY in Q4 2023 and held it in 3 quarters. The position peaked at $27.3K in Q4 2023. 659 funds tracked by Wall St. Rank hold SONY as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Sony position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 1,440 Sony shares in Q3 2024, an estimated $24.5K.
  • Planning Capital Management Corporation first reported a position in Sony in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Sony position peaked at $27.3K in Q4 2023.
  • 659 funds tracked by Wall St. Rank held Sony as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.