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Rockbridge Investment Management’s Sony SONY Stock Holding History

Rockbridge Investment Management’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
-230
Closed -$4.36K – 537
2023
Q4 		$4.36K Buy
+230
New +$3.99K ﹤0.01% 479
2022
Q3 		– Sell
-375
Closed -$6.13K – 515
2022
Q2 		$6.13K Hold
375
– – ﹤0.01% 434
2022
Q1 		$7.72K Hold
375
– – ﹤0.01% 555
2021
Q4 		$9K Hold
375
– – ﹤0.01% 590
2021
Q3 		$8K Buy
375
+175
+88% +$3.66K ﹤0.01% 557
2021
Q2 		$4K Hold
200
– – ﹤0.01% 627
2021
Q1 		$4K Buy
+200
New +$4.22K ﹤0.01% 599

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

Rockbridge Investment Management's SONY Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Sony (SONY) in Q1 2024, closing a stake of 230 shares — an estimated $4.36K sold.

Rockbridge Investment Management first reported a position in SONY in Q1 2021 and held it in 7 quarters. The position peaked at $9K in Q4 2021. 651 funds tracked by Wall St. Rank hold SONY as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Sony position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 230 Sony shares in Q1 2024, an estimated $4.36K.
  • Rockbridge Investment Management first reported a position in Sony in Q1 2021 and held it in 7 quarters.
  • Rockbridge Investment Management's Sony position peaked at $9K in Q4 2021.
  • 651 funds tracked by Wall St. Rank held Sony as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.