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Steward Financial Group’s Sony SONY Stock Holding History

Steward Financial 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
2023
Q3 		$10K Hold
660
– – ﹤0.01% 390
2023
Q2 		$11K Buy
+660
New +$12.4K ﹤0.01% 358
2022
Q3 		– Sell
-75
Closed -$1K – 1141
2022
Q2 		$1K Buy
+75
New +$1.33K ﹤0.01% 863

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Steward Financial Group's SONY Position: Q3 2023 in Review

Steward Financial Group held its Sony (SONY) position steady in Q3 2023 at 660 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Steward Financial Group first reported a position in SONY in Q2 2022 and has held it in 3 quarters since. The position peaked at $11K in Q2 2023. 615 funds tracked by Wall St. Rank hold SONY as of Q3 2023.

  • Steward Financial Group held 660 shares of Sony worth $10K as of Q3 2023.
  • Steward Financial Group left its Sony share count unchanged in Q3 2023.
  • Sony made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #390 holding.
  • Steward Financial Group first reported a position in Sony in Q2 2022 and has held it in 3 quarters since.
  • Steward Financial Group's Sony position peaked at $11K in Q2 2023.
  • 615 funds tracked by Wall St. Rank held Sony as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.