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Richard W. Paul & Associates’s Sony SONY Stock Holding History

Richard W. Paul & Associates’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
2025
Q1 		– Sell
-100
Closed -$2.12K – 486
2024
Q4 		$2.12K Hold
100
– – ﹤0.01% 409
2024
Q3 		$1.93K Hold
100
– – ﹤0.01% 416
2024
Q2 		$1.7K Hold
100
– – ﹤0.01% 428
2024
Q1 		$1.72K Hold
100
– – ﹤0.01% 440
2023
Q4 		$1.89K Hold
100
– – ﹤0.01% 418
2023
Q3 		$1.65K Hold
100
– – ﹤0.01% 416
2023
Q2 		$1.8K Hold
100
– – ﹤0.01% 441
2023
Q1 		$1.81K Hold
100
– – ﹤0.01% 445
2022
Q4 		$1.53K Buy
+100
New +$1.49K ﹤0.01% 444

Other funds holding SONY

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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return