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Lake Street Advisors Group’s Sonos SONO Stock Holding History

Lake Street Advisors Group’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
Q4 		$1.93M Sell
128,197
-486
-0.4% -$6.54K 0.09% 140
2024
Q3 		$1.58M Sell
128,683
-68
-0.1% -$863 0.07% 159
2024
Q2 		$1.9M Hold
128,751
– – 0.09% 136
2024
Q1 		$2.45M Hold
128,751
– – 0.11% 118
2023
Q4 		$2.21M Buy
128,751
+68
+0.1% +$917 0.11% 127
2023
Q3 		$1.66M Hold
128,683
– – 0.1% 131
2023
Q2 		$2.1M Sell
128,683
-15
-0% -$266 0.12% 119
2023
Q1 		$2.52M Buy
128,698
+1,015
+0.8% +$19.4K 0.16% 90
2022
Q4 		$2.16M Sell
127,683
-121
-0.1% -$1.97K 0.14% 101
2022
Q3 		$1.78M Buy
127,804
+65
+0.1% +$1.15K 0.13% 108
2022
Q2 		$2.3M Buy
127,739
+29
+0% +$650 0.16% 89
2022
Q1 		$3.6M Buy
127,710
+2,527
+2% +$67.1K 0.23% 67
2021
Q4 		$3.73M Buy
125,183
+115,183
+1,152% +$3.66M 0.24% 65
2021
Q3 		$324K Buy
+10,000
New +$360K 0.03% 139
2021
Q2 		– Sell
-115,183
Closed -$4.32M – 348
2021
Q1 		$4.32M Sell
115,183
-115,181
-50% -$3.89M 0.35% 45
2020
Q4 		$5.39M Sell
230,364
-291,564
-56% -$5.44M 0.45% 39
2020
Q3 		$7.92M Sell
521,928
-141,957
-21% -$2.09M 0.75% 31
2020
Q2 		$9.71M Hold
663,885
– – 0.98% 26
2020
Q1 		$5.63M Sell
663,885
-380,497
-36% -$4.7M 0.7% 30
2019
Q4 		$16.3M Sell
1,044,382
-2,559,348
-71% -$35.7M 1.61% 16
2019
Q3 		$48.3M Sell
3,603,730
-3,134,730
-47% -$39.2M 5.24% 4
2019
Q2 		$76.4M Sell
6,738,460
-370,760
-5% -$4.07M 8.08% 2
2019
Q1 		$73.2M Buy
+7,109,220
New +$77.1M 7.68% 2

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 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

Lake Street Advisors Group's SONO Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Sonos (SONO) stake by 0.38% in Q4 2024, selling an estimated $6.54K and leaving 128,197 shares worth $1.93M. The position accounts for 0.09% of the portfolio, ranked #140.

Lake Street Advisors Group first reported a position in SONO in Q1 2019 and has held it in 23 quarters since. The position peaked at $76.4M in Q2 2019. 276 funds tracked by Wall St. Rank hold SONO as of Q4 2024.

  • Lake Street Advisors Group held 128,197 shares of Sonos worth $1.93M as of Q4 2024.
  • Lake Street Advisors Group sold 486 Sonos shares in Q4 2024, an estimated $6.54K.
  • Sonos made up 0.09% of Lake Street Advisors Group's portfolio in Q4 2024, its #140 holding.
  • Lake Street Advisors Group first reported a position in Sonos in Q1 2019 and has held it in 23 quarters since.
  • Lake Street Advisors Group's Sonos position peaked at $76.4M in Q2 2019.
  • 276 funds tracked by Wall St. Rank held Sonos as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.