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Disciplined Investments’s Sonos SONO Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-17
Closed -$278 – 1334
2023
Q2 		$278 Sell
17
-2
-11% -$35 ﹤0.01% 1418
2023
Q1 		$373 Buy
19
+8
+73% +$153 ﹤0.01% 1327
2022
Q4 		$186 Sell
11
-1
-8% -$16 ﹤0.01% 1443
2022
Q3 		$0 Buy
12
+3
+33% +$53 ﹤0.01% 1590
2022
Q2 		$0 Sell
9
-3
-25% -$67 ﹤0.01% 1600
2022
Q1 		$0 Buy
+12
New +$319 ﹤0.01% 1603

Other funds holding SONO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Disciplined Investments's SONO Position: Q3 2023 in Review

Disciplined Investments sold out of Sonos (SONO) in Q3 2023, closing a stake of 17 shares — an estimated $278 sold.

Disciplined Investments first reported a position in SONO in Q1 2022 and held it in 6 quarters. The position peaked at $373 in Q1 2023. 243 funds tracked by Wall St. Rank hold SONO as of Q3 2023.

  • Disciplined Investments reported no remaining Sonos position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 17 Sonos shares in Q3 2023, an estimated $278.
  • Disciplined Investments first reported a position in Sonos in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Sonos position peaked at $373 in Q1 2023.
  • 243 funds tracked by Wall St. Rank held Sonos as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.