TIM
SONY icon

Tortoise Investment Management’s Sony SONY Stock Holding History

Tortoise Investment 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
Q3 		– Sell
-170
Closed -$2.89K – 918
2024
Q2 		$2.89K Hold
170
– – ﹤0.01% 735
2024
Q1 		$2.92K Buy
170
+25
+17% +$460 ﹤0.01% 726
2023
Q4 		$2.75K Hold
145
– – ﹤0.01% 675
2023
Q3 		$2.39K Hold
145
– – ﹤0.01% 679
2023
Q2 		$2.61K Hold
145
– – ﹤0.01% 670
2023
Q1 		$2.63K Hold
145
– – ﹤0.01% 668
2022
Q4 		$2.21K Hold
145
– – ﹤0.01% 683
2022
Q3 		$2K Sell
145
-190
-57% -$3.04K ﹤0.01% 702
2022
Q2 		$5K Buy
+335
New +$5.93K ﹤0.01% 591

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