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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

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Richard W. Paul & Associates's SONY Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of Sony (SONY) in Q1 2025, closing a stake of 100 shares — an estimated $2.12K sold.

Richard W. Paul & Associates first reported a position in SONY in Q4 2022 and held it in 9 quarters. The position peaked at $2.12K in Q4 2024. 749 funds tracked by Wall St. Rank hold SONY as of Q1 2025.

  • Richard W. Paul & Associates reported no remaining Sony position as of Q1 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 100 Sony shares in Q1 2025, an estimated $2.12K.
  • Richard W. Paul & Associates first reported a position in Sony in Q4 2022 and held it in 9 quarters.
  • Richard W. Paul & Associates's Sony position peaked at $2.12K in Q4 2024.
  • 749 funds tracked by Wall St. Rank held Sony as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.