GRP
SOVO

Global Retirement Partners’s Sovos Brands, Inc. Common Stock SOVO Stock Holding History

Global Retirement Partners’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
Q3 		– Sell
-75
Closed -$1.47K – 3355
2023
Q2 		$1.47K Hold
75
– – ﹤0.01% 2653
2023
Q1 		$1.35K Hold
75
– – ﹤0.01% 2636
2022
Q4 		$1.08K Hold
75
– – ﹤0.01% 2572
2022
Q3 		$1K Hold
75
– – ﹤0.01% 2644
2022
Q2 		$1K Hold
75
– – ﹤0.01% 2632
2022
Q1 		$1K Buy
+75
New +$1K ﹤0.01% 2586

Other funds holding SOVO

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 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 International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
PAM
PSquared Asset Management Zurich, Switzerland $287M AUM 58.62% 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
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Global Retirement Partners's SOVO Position: Q3 2023 in Review

Global Retirement Partners sold out of Sovos Brands, Inc. Common Stock (SOVO) in Q3 2023, closing a stake of 75 shares — an estimated $1.47K sold.

Global Retirement Partners first reported a position in SOVO in Q1 2022 and held it in 6 quarters. The position peaked at $1.47K in Q2 2023. 156 funds tracked by Wall St. Rank hold SOVO as of Q3 2023.

  • Global Retirement Partners reported no remaining Sovos Brands, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Global Retirement Partners sold 75 Sovos Brands, Inc. Common Stock shares in Q3 2023, an estimated $1.47K.
  • Global Retirement Partners first reported a position in Sovos Brands, Inc. Common Stock in Q1 2022 and held it in 6 quarters.
  • Global Retirement Partners's Sovos Brands, Inc. Common Stock position peaked at $1.47K in Q2 2023.
  • 156 funds tracked by Wall St. Rank held Sovos Brands, Inc. Common Stock as of Q3 2023.

Based on Global Retirement Partners's 13F filing for Q3 2023, filed 13 Oct 2023.