Sugarloaf Wealth Management’s Sony SONY Stock Holding History

Sugarloaf Wealth Management’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 Q4	$423	Sell	20 -295	-94%	-$5.75K	﹤0.01%	665
2024 Q3	$6.08K	Buy	315 +295	+1,475%	+$5.38K	﹤0.01%	548
2024 Q2	$340	Hold	20	–	–	﹤0.01%	634
2024 Q1	$343	Hold	20	–	–	﹤0.01%	649
2023 Q4	$379	Hold	20	–	–	﹤0.01%	657
2023 Q3	$330	Hold	20	–	–	﹤0.01%	656
2023 Q2	$360	Hold	20	–	–	﹤0.01%	666
2023 Q1	$363	Hold	20	–	–	﹤0.01%	669
2022 Q4	$305	Hold	20	–	–	﹤0.01%	749
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	798
2022 Q2	$0	Hold	20	–	–	﹤0.01%	825
2022 Q1	$0	Hold	20	–	–	﹤0.01%	755
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	725
2021 Q3	$0	Hold	20	–	–	﹤0.01%	801
2021 Q2	$0	Hold	20	–	–	﹤0.01%	783
2021 Q1	$0	Hold	20	–	–	﹤0.01%	782
2020 Q4	$0	Buy	+20	New	+$348	﹤0.01%	753

Other funds holding SONY

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 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

Sugarloaf Wealth Management's SONY Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Sony (SONY) stake by 94% in Q4 2024, selling an estimated $5.75K and leaving 20 shares worth $423. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Sugarloaf Wealth Management first reported a position in SONY in Q4 2020 and has held it in 17 quarters since. The position peaked at $6.08K in Q3 2024. 719 funds tracked by Wall St. Rank hold SONY as of Q4 2024.

Sugarloaf Wealth Management held 20 shares of Sony worth $423 as of Q4 2024.
Sugarloaf Wealth Management sold 295 Sony shares in Q4 2024, an estimated $5.75K.
Sony made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #665 holding.
Sugarloaf Wealth Management first reported a position in Sony in Q4 2020 and has held it in 17 quarters since.
Sugarloaf Wealth Management's Sony position peaked at $6.08K in Q3 2024.
719 funds tracked by Wall St. Rank held Sony as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.