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Steward Financial Group’s Sonos SONO Stock Holding History

Steward Financial 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
2023
Q3 		$0 Buy
+9
New +$134 ﹤0.01% 1548
2023
Q2 		– Sell
-72
Closed -$1K – 930
2023
Q1 		$1K Buy
72
+67
+1,340% +$1.28K ﹤0.01% 657
2022
Q4 		$0 Buy
+5
New +$81 ﹤0.01% 788

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
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 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

Steward Financial Group's SONO Position: Q3 2023 in Review

Steward Financial Group opened a new position in Sonos (SONO) in Q3 2023: 9 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1548 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in SONO as recently as Q1 2023.

Steward Financial Group first reported a position in SONO in Q4 2022 and has held it in 3 quarters since. The position peaked at $1K in Q1 2023. 243 funds tracked by Wall St. Rank hold SONO as of Q3 2023.

  • Steward Financial Group held 9 shares of Sonos worth $0 as of Q3 2023.
  • Sonos was a new Steward Financial Group position in Q3 2023.
  • Sonos made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1548 holding.
  • Steward Financial Group first reported a position in Sonos in Q4 2022 and has held it in 3 quarters since.
  • Steward Financial Group's Sonos position peaked at $1K in Q1 2023.
  • 243 funds tracked by Wall St. Rank held Sonos as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.