Jacobs Levy Equity Management
SOVO

Jacobs Levy Equity Management’s Sovos Brands, Inc. Common Stock SOVO Stock Holding History

Jacobs Levy Equity 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
Q1 		– Sell
-47,905
Closed -$688K – 1084
2022
Q4 		$688K Sell
47,905
-143,086
-75% -$2M ﹤0.01% 736
2022
Q3 		$2.72M Buy
+190,991
New +$2.79M 0.02% 506

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
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Jacobs Levy Equity Management's SOVO Position: Q1 2023 in Review

Jacobs Levy Equity Management sold out of Sovos Brands, Inc. Common Stock (SOVO) in Q1 2023, closing a stake of 47,905 shares — an estimated $688K sold.

Jacobs Levy Equity Management first reported a position in SOVO in Q3 2022 and held it in 2 quarters. The position peaked at $2.72M in Q3 2022. 111 funds tracked by Wall St. Rank hold SOVO as of Q1 2023.

  • Jacobs Levy Equity Management reported no remaining Sovos Brands, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 47,905 Sovos Brands, Inc. Common Stock shares in Q1 2023, an estimated $688K.
  • Jacobs Levy Equity Management first reported a position in Sovos Brands, Inc. Common Stock in Q3 2022 and held it in 2 quarters.
  • Jacobs Levy Equity Management's Sovos Brands, Inc. Common Stock position peaked at $2.72M in Q3 2022.
  • 111 funds tracked by Wall St. Rank held Sovos Brands, Inc. Common Stock as of Q1 2023.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2023, filed 15 May 2023.