Bank Julius Baer & Co
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Bank Julius Baer & Co’s Sonos SONO Stock Holding History

Bank Julius Baer & Co’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
-2,299
Closed -$81K – 860
2021
Q2 		$81K Sell
2,299
-14,170
-86% -$530K ﹤0.01% 653
2021
Q1 		$617K Sell
16,469
-2,300
-12% -$77.6K ﹤0.01% 408
2020
Q4 		$439K Sell
18,769
-6,731
-26% -$125K ﹤0.01% 472
2020
Q3 		$387K Sell
25,500
-6,500
-20% -$95.7K ﹤0.01% 418
2020
Q2 		$468K Buy
32,000
+14,482
+83% +$154K 0.01% 367
2020
Q1 		$148K Buy
+17,518
New +$216K ﹤0.01% 440

Other funds holding SONO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank Julius Baer & Co's SONO Position: Q3 2021 in Review

Bank Julius Baer & Co sold out of Sonos (SONO) in Q3 2021, closing a stake of 2,299 shares — an estimated $81K sold.

Bank Julius Baer & Co first reported a position in SONO in Q1 2020 and held it in 6 quarters. The position peaked at $617K in Q1 2021. 362 funds tracked by Wall St. Rank hold SONO as of Q3 2021.

  • Bank Julius Baer & Co reported no remaining Sonos position as of Q3 2021 after selling out during the quarter.
  • Bank Julius Baer & Co sold 2,299 Sonos shares in Q3 2021, an estimated $81K.
  • Bank Julius Baer & Co first reported a position in Sonos in Q1 2020 and held it in 6 quarters.
  • Bank Julius Baer & Co's Sonos position peaked at $617K in Q1 2021.
  • 362 funds tracked by Wall St. Rank held Sonos as of Q3 2021.

Based on Bank Julius Baer & Co's 13F filing for Q3 2021, filed 12 Nov 2021.