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Vident Advisory’s Sony SONY Stock Holding History

Vident Advisory’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
2026
Q1 		$3.85M Sell
185,869
-8,454
-4% -$189K 0.03% 419
2025
Q4 		$4.97M Sell
194,323
-6,350
-3% -$178K 0.05% 331
2025
Q3 		$5.78M Buy
200,673
+31,906
+19% +$858K 0.06% 270
2025
Q2 		$4.39M Buy
168,767
+71,557
+74% +$1.79M 0.05% 306
2025
Q1 		$2.47M Buy
97,210
+4,162
+4% +$96.2K 0.04% 408
2024
Q4 		$1.97M Buy
93,048
+16,683
+22% +$325K 0.03% 419
2024
Q3 		$1.47M Buy
76,365
+12,055
+19% +$220K 0.04% 500
2024
Q2 		$1.09M Buy
+64,310
New +$1.06M 0.03% 562
2024
Q1 		– Sell
-84,600
Closed -$1.6M – 1403
2023
Q4 		$1.6M Sell
84,600
-785
-0.9% -$13.6K 0.04% 430
2023
Q3 		$1.41M Buy
+85,385
New +$1.49M 0.04% 411

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return