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Spotlight Asset Group’s Sony SONY Stock Holding History

Spotlight Asset Group’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
-400
Closed -$6.59K – 266
2023
Q4 		$6.59K Hold
400
– – 0.01% 207
2023
Q3 		$6.59K Hold
400
– – 0.01% 207
2023
Q2 		$7.2K Buy
+400
New +$7.5K 0.01% 212

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 $336B AUM 34.66% 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 $6.48B AUM 18.36% 1-Year Est. Return
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

Spotlight Asset Group's SONY Position: Q1 2024 in Review

Spotlight Asset Group sold out of Sony (SONY) in Q1 2024, closing a stake of 400 shares — an estimated $6.59K sold.

Spotlight Asset Group first reported a position in SONY in Q2 2023 and held it in 3 quarters. The position peaked at $7.2K in Q2 2023. 652 funds tracked by Wall St. Rank hold SONY as of Q1 2024.

  • Spotlight Asset Group reported no remaining Sony position as of Q1 2024 after selling out during the quarter.
  • Spotlight Asset Group sold 400 Sony shares in Q1 2024, an estimated $6.59K.
  • Spotlight Asset Group first reported a position in Sony in Q2 2023 and held it in 3 quarters.
  • Spotlight Asset Group's Sony position peaked at $7.2K in Q2 2023.
  • 652 funds tracked by Wall St. Rank held Sony as of Q1 2024.

Based on Spotlight Asset Group's 13F filing for Q1 2024, filed 14 May 2024.