Van Hulzen Asset Management’s Sony SONY Stock Holding History

Van Hulzen Asset 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
2025 Q1	–	Sell	-75	Closed	-$1.59K	–	981
2024 Q4	$1.59K	Buy	+75	New	+$1.46K	﹤0.01%	958

Other funds holding SONY

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Van Hulzen Asset Management's SONY Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Sony (SONY) in Q1 2025, closing a stake of 75 shares — an estimated $1.59K sold.

Van Hulzen Asset Management first reported a position in SONY in Q4 2024 and held it in 1 quarter. The position peaked at $1.59K in Q4 2024. 747 funds tracked by Wall St. Rank hold SONY as of Q1 2025.

Van Hulzen Asset Management reported no remaining Sony position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 75 Sony shares in Q1 2025, an estimated $1.59K.
Van Hulzen Asset Management first reported a position in Sony in Q4 2024 and held it in 1 quarter.
Van Hulzen Asset Management's Sony position peaked at $1.59K in Q4 2024.
747 funds tracked by Wall St. Rank held Sony as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.