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Convergence Investment Partners’s Sonos SONO Stock Holding History

Convergence Investment Partners’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
2023
Q1 		– Sell
-5,059
Closed -$85.5K – 235
2022
Q4 		$85.5K Buy
+5,059
New +$82.4K 0.05% 203
2021
Q4 		– Sell
-3,439
Closed -$111K – 255
2021
Q3 		$111K Sell
3,439
-762
-18% -$27.5K 0.06% 220
2021
Q2 		$148K Buy
+4,201
New +$157K 0.06% 242

Other funds holding SONO

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Convergence Investment Partners's SONO Position: Q1 2023 in Review

Convergence Investment Partners sold out of Sonos (SONO) in Q1 2023, closing a stake of 5,059 shares — an estimated $85.5K sold.

Convergence Investment Partners first reported a position in SONO in Q2 2021 and held it in 3 quarters. The position peaked at $148K in Q2 2021. 288 funds tracked by Wall St. Rank hold SONO as of Q1 2023.

  • Convergence Investment Partners reported no remaining Sonos position as of Q1 2023 after selling out during the quarter.
  • Convergence Investment Partners sold 5,059 Sonos shares in Q1 2023, an estimated $85.5K.
  • Convergence Investment Partners first reported a position in Sonos in Q2 2021 and held it in 3 quarters.
  • Convergence Investment Partners's Sonos position peaked at $148K in Q2 2021.
  • 288 funds tracked by Wall St. Rank held Sonos as of Q1 2023.

Based on Convergence Investment Partners's 13F filing for Q1 2023, filed 9 May 2023.