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Summit Global Investments’s Sony SONY Stock Holding History

Summit Global Investments’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
Q2 		– Sell
-14,620
Closed -$251K – 575
2024
Q1 		$251K Buy
+14,620
New +$269K 0.02% 436
2021
Q4 		– Sell
-51,670
Closed -$1.14M – 606
2021
Q3 		$1.14M Buy
+51,670
New +$1.08M 0.09% 187

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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 $1.55T AUM 33.47% 1-Year Est. Return
GAM
Groupama Asset Management Paris, France $7.93B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Summit Global Investments's SONY Position: Q2 2024 in Review

Summit Global Investments sold out of Sony (SONY) in Q2 2024, closing a stake of 14,620 shares — an estimated $251K sold.

Summit Global Investments first reported a position in SONY in Q3 2021 and held it in 2 quarters. The position peaked at $1.14M in Q3 2021. 651 funds tracked by Wall St. Rank hold SONY as of Q2 2024.

  • Summit Global Investments reported no remaining Sony position as of Q2 2024 after selling out during the quarter.
  • Summit Global Investments sold 14,620 Sony shares in Q2 2024, an estimated $251K.
  • Summit Global Investments first reported a position in Sony in Q3 2021 and held it in 2 quarters.
  • Summit Global Investments's Sony position peaked at $1.14M in Q3 2021.
  • 651 funds tracked by Wall St. Rank held Sony as of Q2 2024.

Based on Summit Global Investments's 13F filing for Q2 2024, filed 22 Jul 2024.