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Schechter Investment Advisors’s Sony SONY Stock Holding History

Schechter Investment Advisors’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 		$1.02M Sell
40,306
-4,806
-11% -$111K 0.08% 231
2024
Q4 		$955K Sell
45,112
-1,118
-2% -$21.8K 0.07% 248
2024
Q3 		$893K Buy
46,230
+3,700
+9% +$67.4K 0.07% 272
2024
Q2 		$723K Sell
42,530
-3,675
-8% -$60.8K 0.05% 299
2024
Q1 		$792K Buy
46,205
+2,500
+6% +$46K 0.06% 288
2023
Q4 		$828K Buy
43,705
+2,485
+6% +$43.1K 0.07% 262
2023
Q3 		$679K Sell
41,220
-2,280
-5% -$39.8K 0.07% 289
2023
Q2 		$783K Sell
43,500
-1,470
-3% -$27.6K 0.07% 290
2023
Q1 		$815K Buy
44,970
+1,460
+3% +$25.3K 0.08% 299
2022
Q4 		$664K Buy
43,510
+25,295
+139% +$378K 0.06% 422
2022
Q3 		$233K Sell
18,215
-17,905
-50% -$287K 0.02% 790
2022
Q2 		$591K Buy
36,120
+2,550
+8% +$45.2K 0.06% 474
2022
Q1 		$690K Sell
33,570
-11,145
-25% -$242K 0.06% 429
2021
Q4 		$1.13M Buy
+44,715
New +$1.06M 0.1% 262

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
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

Schechter Investment Advisors's SONY Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Sony (SONY) stake by 11% in Q1 2025, selling an estimated $111K and leaving 40,306 shares worth $1.02M. The position accounts for 0.08% of the portfolio, ranked #231.

Schechter Investment Advisors first reported a position in SONY in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.13M in Q4 2021. 747 funds tracked by Wall St. Rank hold SONY as of Q1 2025.

  • Schechter Investment Advisors held 40,306 shares of Sony worth $1.02M as of Q1 2025.
  • Schechter Investment Advisors sold 4,806 Sony shares in Q1 2025, an estimated $111K.
  • Sony made up 0.08% of Schechter Investment Advisors's portfolio in Q1 2025, its #231 holding.
  • Schechter Investment Advisors first reported a position in Sony in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Sony position peaked at $1.13M in Q4 2021.
  • 747 funds tracked by Wall St. Rank held Sony as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.