The Family Firm’s Sony SONY Stock Holding History

The Family Firm’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	-2,580	Closed	-$43.8K	–	747
2024 Q2	$43.8K	Buy	+2,580	New	+$42.7K	0.01%	430

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

The Family Firm's SONY Position: Q3 2024 in Review

The Family Firm sold out of Sony (SONY) in Q3 2024, closing a stake of 2,580 shares — an estimated $43.8K sold.

The Family Firm first reported a position in SONY in Q2 2024 and held it in 1 quarter. The position peaked at $43.8K in Q2 2024. 659 funds tracked by Wall St. Rank hold SONY as of Q3 2024.

The Family Firm reported no remaining Sony position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 2,580 Sony shares in Q3 2024, an estimated $43.8K.
The Family Firm first reported a position in Sony in Q2 2024 and held it in 1 quarter.
The Family Firm's Sony position peaked at $43.8K in Q2 2024.
659 funds tracked by Wall St. Rank held Sony as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.