Kovitz Investment Group Partners
SONO icon

Kovitz Investment Group Partners’s Sonos SONO Stock Holding History

Kovitz Investment Group Partners’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
2024
Q3 		– Sell
-31,812
Closed -$470K – 1095
2024
Q2 		$470K Sell
31,812
-1,002
-3% -$16.6K ﹤0.01% 659
2024
Q1 		$625K Buy
+32,814
New +$582K 0.01% 473

Other funds holding SONO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Kovitz Investment Group Partners's SONO Position: Q3 2024 in Review

Kovitz Investment Group Partners sold out of Sonos (SONO) in Q3 2024, closing a stake of 31,812 shares — an estimated $470K sold.

Kovitz Investment Group Partners first reported a position in SONO in Q1 2024 and held it in 2 quarters. The position peaked at $625K in Q1 2024. 285 funds tracked by Wall St. Rank hold SONO as of Q3 2024.

  • Kovitz Investment Group Partners reported no remaining Sonos position as of Q3 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 31,812 Sonos shares in Q3 2024, an estimated $470K.
  • Kovitz Investment Group Partners first reported a position in Sonos in Q1 2024 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Sonos position peaked at $625K in Q1 2024.
  • 285 funds tracked by Wall St. Rank held Sonos as of Q3 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2024, filed 15 Nov 2024.