Sierra Ocean’s Sony SONY Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-2,510	Closed	-$65.3K	–	815
2025 Q2	$65.3K	Buy	2,510 +45	+2%	+$1.13K	0.05%	150
2025 Q1	$62.6K	Sell	2,465 -120	-5%	-$2.77K	0.05%	148
2024 Q4	$54.7K	Buy	+2,585	New	+$50.4K	0.04%	156

Other funds holding SONY

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sierra Ocean's SONY Position: Q3 2025 in Review

Sierra Ocean sold out of Sony (SONY) in Q3 2025, closing a stake of 2,510 shares — an estimated $65.3K sold.

Sierra Ocean first reported a position in SONY in Q4 2024 and held it in 3 quarters. The position peaked at $65.3K in Q2 2025. 785 funds tracked by Wall St. Rank hold SONY as of Q3 2025.

Sierra Ocean reported no remaining Sony position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 2,510 Sony shares in Q3 2025, an estimated $65.3K.
Sierra Ocean first reported a position in Sony in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Sony position peaked at $65.3K in Q2 2025.
785 funds tracked by Wall St. Rank held Sony as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.