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SkyOak Wealth’s Sony SONY Stock Holding History

SkyOak Wealth’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
Q4 		– Sell
-7,500
Closed -$216K – 266
2025
Q3 		$216K Buy
+7,500
New +$202K 0.04% 229
2023
Q4 		– Sell
-12,500
Closed -$206K – 255
2023
Q3 		$206K Hold
12,500
– – 0.06% 216
2023
Q2 		$225K Hold
12,500
– – 0.06% 209
2023
Q1 		$227K Buy
+12,500
New +$217K 0.07% 209
2022
Q3 		– Sell
-12,500
Closed -$204K – 232
2022
Q2 		$204K Sell
12,500
-1,750
-12% -$31K 0.07% 190
2022
Q1 		$293K Hold
14,250
– – 0.08% 181
2021
Q4 		$360K Hold
14,250
– – 0.09% 164
2021
Q3 		$315K Hold
14,250
– – 0.08% 167
2021
Q2 		$277K Hold
14,250
– – 0.07% 184
2021
Q1 		$298K Hold
14,250
– – 0.08% 170
2020
Q4 		$288K Hold
14,250
– – 0.09% 170
2020
Q3 		$219K Buy
+14,250
New +$222K 0.08% 180

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return