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SWS Partners’s Sony SONY Stock Holding History

SWS Partners’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
-5,250
Closed -$89.2K – 269
2024
Q2 		$89.2K Buy
+5,250
New +$86.8K 0.03% 133

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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

SWS Partners's SONY Position: Q3 2024 in Review

SWS Partners sold out of Sony (SONY) in Q3 2024, closing a stake of 5,250 shares — an estimated $89.2K sold.

SWS Partners first reported a position in SONY in Q2 2024 and held it in 1 quarter. The position peaked at $89.2K in Q2 2024. 658 funds tracked by Wall St. Rank hold SONY as of Q3 2024.

  • SWS Partners reported no remaining Sony position as of Q3 2024 after selling out during the quarter.
  • SWS Partners sold 5,250 Sony shares in Q3 2024, an estimated $89.2K.
  • SWS Partners first reported a position in Sony in Q2 2024 and held it in 1 quarter.
  • SWS Partners's Sony position peaked at $89.2K in Q2 2024.
  • 658 funds tracked by Wall St. Rank held Sony as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.