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Ulland Investment Advisors’s Sony SONY Stock Holding History

Ulland Investment Advisors’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
Q1 		– Sell
-10
Closed – – 254
2023
Q4 		$0 Hold
10
– – ﹤0.01% 229
2023
Q3 		$0 Hold
10
– – ﹤0.01% 224
2023
Q2 		$0 Hold
10
– – ﹤0.01% 223
2023
Q1 		$0 Hold
10
– – ﹤0.01% 218
2022
Q4 		$0 Hold
10
– – ﹤0.01% 224
2022
Q3 		$0 Hold
10
– – ﹤0.01% 246
2022
Q2 		$0 Hold
10
– – ﹤0.01% 272
2022
Q1 		$0 Hold
10
– – ﹤0.01% 271
2021
Q4 		$0 Buy
+10
New +$238 ﹤0.01% 219

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Ulland Investment Advisors's SONY Position: Q1 2024 in Review

Ulland Investment Advisors sold out of Sony (SONY) in Q1 2024, closing a stake of 10 shares.

Ulland Investment Advisors first reported a position in SONY in Q4 2021 and held it in 9 quarters. The position peaked at $0 in Q4 2023. 651 funds tracked by Wall St. Rank hold SONY as of Q1 2024.

  • Ulland Investment Advisors reported no remaining Sony position as of Q1 2024 after selling out during the quarter.
  • Ulland Investment Advisors sold 10 Sony shares in Q1 2024.
  • Ulland Investment Advisors first reported a position in Sony in Q4 2021 and held it in 9 quarters.
  • Ulland Investment Advisors's Sony position peaked at $0 in Q4 2023.
  • 651 funds tracked by Wall St. Rank held Sony as of Q1 2024.

Based on Ulland Investment Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.