PO
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Private Ocean’s Sony SONY Stock Holding History

Private Ocean’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
Q2 		$680 Buy
+40
New +$661 ﹤0.01% 564
2024
Q1 		– Sell
-40
Closed -$758 – 541
2023
Q4 		$758 Buy
+40
New +$694 ﹤0.01% 480
2022
Q3 		– Sell
-20
Closed – – 635
2022
Q2 		$0 Hold
20
– – ﹤0.01% 646
2022
Q1 		$0 Buy
+20
New +$435 ﹤0.01% 703
2020
Q3 		– Sell
-40
Closed – – 539
2020
Q2 		$0 Hold
40
– – ﹤0.01% 563
2020
Q1 		$0 Buy
+40
New +$524 ﹤0.01% 587
2015
Q3 		– Sell
-125
Closed -$1K – 187
2015
Q2 		$1K Hold
125
– – ﹤0.01% 165
2015
Q1 		$1K Hold
125
– – ﹤0.01% 165
2014
Q4 		$1K Hold
125
– – ﹤0.01% 189
2014
Q3 		$0 Hold
125
– – ﹤0.01% 222
2014
Q2 		$0 Hold
125
– – ﹤0.01% 224
2014
Q1 		$0 Hold
125
– – ﹤0.01% 223
2013
Q4 		$0 Buy
+125
New +$462 ﹤0.01% 219

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
GAM
Groupama Asset Management Paris, France $6.85B AUM 43.37% 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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return