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Liontrust Investment Partners’s Sonos SONO Stock Holding History

Liontrust Investment 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
2023
Q1 		– Sell
-20,000
Closed -$338K – 230
2022
Q4 		$338K Hold
20,000
– – 0.01% 181
2022
Q3 		$278K Hold
20,000
– – ﹤0.01% 242
2022
Q2 		$361K Hold
20,000
– – 0.01% 249
2022
Q1 		$564K Hold
20,000
– – 0.01% 193
2021
Q4 		$596K Buy
+20,000
New +$636K 0.01% 199

Other funds holding SONO

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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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Liontrust Investment Partners's SONO Position: Q1 2023 in Review

Liontrust Investment Partners sold out of Sonos (SONO) in Q1 2023, closing a stake of 20,000 shares — an estimated $338K sold.

Liontrust Investment Partners first reported a position in SONO in Q4 2021 and held it in 5 quarters. The position peaked at $596K in Q4 2021. 288 funds tracked by Wall St. Rank hold SONO as of Q1 2023.

  • Liontrust Investment Partners reported no remaining Sonos position as of Q1 2023 after selling out during the quarter.
  • Liontrust Investment Partners sold 20,000 Sonos shares in Q1 2023, an estimated $338K.
  • Liontrust Investment Partners first reported a position in Sonos in Q4 2021 and held it in 5 quarters.
  • Liontrust Investment Partners's Sonos position peaked at $596K in Q4 2021.
  • 288 funds tracked by Wall St. Rank held Sonos as of Q1 2023.

Based on Liontrust Investment Partners's 13F filing for Q1 2023, filed 15 May 2023.