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Psagot Value Holdings’s Sony SONY Stock Holding History

Psagot Value Holdings’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
Q1 		– Sell
-13,500
Closed -$256K – 472
2023
Q4 		$256K Hold
13,500
– – 0.11% 148
2023
Q3 		$224K Buy
13,500
+6,000
+80% +$105K 0.11% 141
2023
Q2 		$135K Buy
7,500
+4,000
+114% +$75K 0.07% 201
2023
Q1 		$62K Buy
+3,500
New +$60.7K 0.03% 242

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 $5.72T AUM 30.48% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Psagot Value Holdings's SONY Position: Q1 2024 in Review

Psagot Value Holdings sold out of Sony (SONY) in Q1 2024, closing a stake of 13,500 shares — an estimated $256K sold.

Psagot Value Holdings first reported a position in SONY in Q1 2023 and held it in 4 quarters. The position peaked at $256K in Q4 2023. 651 funds tracked by Wall St. Rank hold SONY as of Q1 2024.

  • Psagot Value Holdings reported no remaining Sony position as of Q1 2024 after selling out during the quarter.
  • Psagot Value Holdings sold 13,500 Sony shares in Q1 2024, an estimated $256K.
  • Psagot Value Holdings first reported a position in Sony in Q1 2023 and held it in 4 quarters.
  • Psagot Value Holdings's Sony position peaked at $256K in Q4 2023.
  • 651 funds tracked by Wall St. Rank held Sony as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.