Commonwealth Equity Services’s Sovos Brands, Inc. Common Stock SOVO Stock Holding History

Commonwealth Equity Services’s Portfolio SOVO Stock Details SOVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-14,450	Closed	-$207K	–	3880
2022 Q4	$207K	Sell	14,450 -100	-0.7%	-$1.4K	﹤0.01%	3205
2022 Q3	$207K	Sell	14,550 -3,000	-17%	-$43.9K	﹤0.01%	3141
2022 Q2	$278K	Hold	17,550	–	–	﹤0.01%	2904
2022 Q1	$248K	Hold	17,550	–	–	﹤0.01%	3125
2021 Q4	$264K	Buy	+17,550	New	+$262K	﹤0.01%	3083

Other funds holding SOVO

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Commonwealth Equity Services's SOVO Position: Q1 2023 in Review

Commonwealth Equity Services sold out of Sovos Brands, Inc. Common Stock (SOVO) in Q1 2023, closing a stake of 14,450 shares — an estimated $207K sold.

Commonwealth Equity Services first reported a position in SOVO in Q4 2021 and held it in 5 quarters. The position peaked at $278K in Q2 2022. 111 funds tracked by Wall St. Rank hold SOVO as of Q1 2023.

Commonwealth Equity Services reported no remaining Sovos Brands, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Commonwealth Equity Services sold 14,450 Sovos Brands, Inc. Common Stock shares in Q1 2023, an estimated $207K.
Commonwealth Equity Services first reported a position in Sovos Brands, Inc. Common Stock in Q4 2021 and held it in 5 quarters.
Commonwealth Equity Services's Sovos Brands, Inc. Common Stock position peaked at $278K in Q2 2022.
111 funds tracked by Wall St. Rank held Sovos Brands, Inc. Common Stock as of Q1 2023.

Based on Commonwealth Equity Services's 13F filing for Q1 2023, filed 11 May 2023.