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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 $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
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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Tortoise Investment Management's SONY Position: Q3 2024 in Review

Tortoise Investment Management sold out of Sony (SONY) in Q3 2024, closing a stake of 170 shares — an estimated $2.89K sold.

Tortoise Investment Management first reported a position in SONY in Q2 2022 and held it in 9 quarters. The position peaked at $5K in Q2 2022. 659 funds tracked by Wall St. Rank hold SONY as of Q3 2024.

  • Tortoise Investment Management reported no remaining Sony position as of Q3 2024 after selling out during the quarter.
  • Tortoise Investment Management sold 170 Sony shares in Q3 2024, an estimated $2.89K.
  • Tortoise Investment Management first reported a position in Sony in Q2 2022 and held it in 9 quarters.
  • Tortoise Investment Management's Sony position peaked at $5K in Q2 2022.
  • 659 funds tracked by Wall St. Rank held Sony as of Q3 2024.

Based on Tortoise Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.