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Washington Trust’s Sony SONY Stock Holding History

Washington Trust’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
-340
Closed -$5.78K – 877
2024
Q2 		$5.78K Buy
+340
New +$5.62K ﹤0.01% 723
2020
Q2 		– Sell
-5,975
Closed -$71K – 985
2020
Q1 		$71K Buy
+5,975
New +$78.3K ﹤0.01% 347
2018
Q3 		– Sell
-5,500
Closed -$56K – 718
2018
Q2 		$56K Buy
+5,500
New +$53.5K ﹤0.01% 395

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

Washington Trust's SONY Position: Q3 2024 in Review

Washington Trust sold out of Sony (SONY) in Q3 2024, closing a stake of 340 shares — an estimated $5.78K sold.

Washington Trust first reported a position in SONY in Q2 2018 and held it in 3 quarters. The position peaked at $71K in Q1 2020. 659 funds tracked by Wall St. Rank hold SONY as of Q3 2024.

  • Washington Trust reported no remaining Sony position as of Q3 2024 after selling out during the quarter.
  • Washington Trust sold 340 Sony shares in Q3 2024, an estimated $5.78K.
  • Washington Trust first reported a position in Sony in Q2 2018 and held it in 3 quarters.
  • Washington Trust's Sony position peaked at $71K in Q1 2020.
  • 659 funds tracked by Wall St. Rank held Sony as of Q3 2024.

Based on Washington Trust's 13F filing for Q3 2024, filed 25 Oct 2024.