HIM
SOVO

Hillsdale Investment Management’s Sovos Brands, Inc. Common Stock SOVO Stock Holding History

Hillsdale Investment 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
Q4 		– Sell
-200
Closed -$4.51K – 664
2023
Q3 		$4.51K Buy
200
+30
+18% +$631 ﹤0.01% 534
2023
Q2 		$3.33K Buy
+170
New +$3.07K ﹤0.01% 504

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 $6.73T AUM 46.02% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
ACC
Acorn Creek Capital Fort Collins, Colorado $299M AUM 23.67% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
PAM
PSquared Asset Management Zurich, Switzerland $287M AUM 58.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hillsdale Investment Management's SOVO Position: Q4 2023 in Review

Hillsdale Investment Management sold out of Sovos Brands, Inc. Common Stock (SOVO) in Q4 2023, closing a stake of 200 shares — an estimated $4.51K sold.

Hillsdale Investment Management first reported a position in SOVO in Q2 2023 and held it in 2 quarters. The position peaked at $4.51K in Q3 2023. 157 funds tracked by Wall St. Rank hold SOVO as of Q4 2023.

  • Hillsdale Investment Management reported no remaining Sovos Brands, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 200 Sovos Brands, Inc. Common Stock shares in Q4 2023, an estimated $4.51K.
  • Hillsdale Investment Management first reported a position in Sovos Brands, Inc. Common Stock in Q2 2023 and held it in 2 quarters.
  • Hillsdale Investment Management's Sovos Brands, Inc. Common Stock position peaked at $4.51K in Q3 2023.
  • 157 funds tracked by Wall St. Rank held Sovos Brands, Inc. Common Stock as of Q4 2023.

Based on Hillsdale Investment Management's 13F filing for Q4 2023, filed 9 Feb 2024.