Altshuler Shaham’s Sonos SONO Stock Holding History

Altshuler Shaham’s Portfolio SONO Stock Details SONO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-1,889	Closed	-$67K	–	651
2021 Q2	$67K	Buy	1,889 +238	+14%	+$8.9K	﹤0.01%	384
2021 Q1	$62K	Buy	+1,651	New	+$55.7K	﹤0.01%	283
2020 Q1	–	Sell	-1,280	Closed	-$20K	–	593
2019 Q4	$20K	Buy	+1,280	New	+$17.8K	﹤0.01%	254

Other funds holding SONO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Altshuler Shaham's SONO Position: Q3 2021 in Review

Altshuler Shaham sold out of Sonos (SONO) in Q3 2021, closing a stake of 1,889 shares — an estimated $67K sold.

Altshuler Shaham first reported a position in SONO in Q4 2019 and held it in 3 quarters. The position peaked at $67K in Q2 2021. 362 funds tracked by Wall St. Rank hold SONO as of Q3 2021.

Altshuler Shaham reported no remaining Sonos position as of Q3 2021 after selling out during the quarter.
Altshuler Shaham sold 1,889 Sonos shares in Q3 2021, an estimated $67K.
Altshuler Shaham first reported a position in Sonos in Q4 2019 and held it in 3 quarters.
Altshuler Shaham's Sonos position peaked at $67K in Q2 2021.
362 funds tracked by Wall St. Rank held Sonos as of Q3 2021.

Based on Altshuler Shaham's 13F filing for Q3 2021, filed 15 Nov 2021.