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TruNorth Capital Management’s Sony SONY Stock Holding History

TruNorth Capital 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
Q2 		– Sell
-335
Closed -$5.75K – 395
2024
Q1 		$5.75K Buy
+335
New +$6.16K ﹤0.01% 207

Other funds holding SONY

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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
GAM
Groupama Asset Management Paris, France $7.93B AUM 57.28% 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
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TruNorth Capital Management's SONY Position: Q2 2024 in Review

TruNorth Capital Management sold out of Sony (SONY) in Q2 2024, closing a stake of 335 shares — an estimated $5.75K sold.

TruNorth Capital Management first reported a position in SONY in Q1 2024 and held it in 1 quarter. The position peaked at $5.75K in Q1 2024. 651 funds tracked by Wall St. Rank hold SONY as of Q2 2024.

  • TruNorth Capital Management reported no remaining Sony position as of Q2 2024 after selling out during the quarter.
  • TruNorth Capital Management sold 335 Sony shares in Q2 2024, an estimated $5.75K.
  • TruNorth Capital Management first reported a position in Sony in Q1 2024 and held it in 1 quarter.
  • TruNorth Capital Management's Sony position peaked at $5.75K in Q1 2024.
  • 651 funds tracked by Wall St. Rank held Sony as of Q2 2024.

Based on TruNorth Capital Management's 13F filing for Q2 2024, filed 18 Jul 2024.