Tilia Fiduciary Partners’s Sonos SONO Stock Holding History

Tilia Fiduciary 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 Q3	–	Sell	-166	Closed	-$2.71K	–	427
2023 Q2	$2.71K	Hold	166	–	–	﹤0.01%	478
2023 Q1	$3.26K	Hold	166	–	–	﹤0.01%	454
2022 Q4	$2.81K	Hold	166	–	–	﹤0.01%	452
2022 Q3	$2K	Hold	166	–	–	﹤0.01%	484
2022 Q2	$3K	Hold	166	–	–	﹤0.01%	481
2022 Q1	$5K	Hold	166	–	–	﹤0.01%	463
2021 Q4	$5K	Buy	+166	New	+$5.28K	﹤0.01%	484

Other funds holding SONO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Tilia Fiduciary Partners's SONO Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Sonos (SONO) in Q3 2023, closing a stake of 166 shares — an estimated $2.71K sold.

Tilia Fiduciary Partners first reported a position in SONO in Q4 2021 and held it in 7 quarters. The position peaked at $5K in Q1 2022. 243 funds tracked by Wall St. Rank hold SONO as of Q3 2023.

Tilia Fiduciary Partners reported no remaining Sonos position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 166 Sonos shares in Q3 2023, an estimated $2.71K.
Tilia Fiduciary Partners first reported a position in Sonos in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's Sonos position peaked at $5K in Q1 2022.
243 funds tracked by Wall St. Rank held Sonos as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.