Envestnet Asset Management
SOVO

Envestnet Asset Management’s Sovos Brands, Inc. Common Stock SOVO Stock Holding History

Envestnet Asset Management’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
Q2 		– Sell
-22,352
Closed -$373K – 4114
2023
Q1 		$373K Buy
+22,352
New +$314K ﹤0.01% 3332

Other funds holding SOVO

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Fidelity Investments
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
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Envestnet Asset Management's SOVO Position: Q2 2023 in Review

Envestnet Asset Management sold out of Sovos Brands, Inc. Common Stock (SOVO) in Q2 2023, closing a stake of 22,352 shares — an estimated $373K sold.

Envestnet Asset Management first reported a position in SOVO in Q1 2023 and held it in 1 quarter. The position peaked at $373K in Q1 2023. 134 funds tracked by Wall St. Rank hold SOVO as of Q2 2023.

  • Envestnet Asset Management reported no remaining Sovos Brands, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 22,352 Sovos Brands, Inc. Common Stock shares in Q2 2023, an estimated $373K.
  • Envestnet Asset Management first reported a position in Sovos Brands, Inc. Common Stock in Q1 2023 and held it in 1 quarter.
  • Envestnet Asset Management's Sovos Brands, Inc. Common Stock position peaked at $373K in Q1 2023.
  • 134 funds tracked by Wall St. Rank held Sovos Brands, Inc. Common Stock as of Q2 2023.

Based on Envestnet Asset Management's 13F filing for Q2 2023, filed 4 Aug 2023.