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Summit X LLC’s Sony SONY Stock Holding History

Summit X LLC’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
Q3 		– Sell
-13,105
Closed -$239K – 229
2024
Q2 		$239K Buy
+13,105
New +$217K 0.05% 210

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit X LLC's SONY Position: Q3 2024 in Review

Summit X LLC sold out of Sony (SONY) in Q3 2024, closing a stake of 13,105 shares — an estimated $239K sold.

Summit X LLC first reported a position in SONY in Q2 2024 and held it in 1 quarter. The position peaked at $239K in Q2 2024. 658 funds tracked by Wall St. Rank hold SONY as of Q3 2024.

  • Summit X LLC reported no remaining Sony position as of Q3 2024 after selling out during the quarter.
  • Summit X LLC sold 13,105 Sony shares in Q3 2024, an estimated $239K.
  • Summit X LLC first reported a position in Sony in Q2 2024 and held it in 1 quarter.
  • Summit X LLC's Sony position peaked at $239K in Q2 2024.
  • 658 funds tracked by Wall St. Rank held Sony as of Q3 2024.

Based on Summit X LLC's 13F filing for Q3 2024, filed 7 Nov 2024.