WG
SBDS

Winton Group’s Solo Brands Inc SBDS Stock Holding History

Winton Group’s Portfolio SBDS Stock Details SBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-684
Closed -$31.2K – 825
2024
Q4 		$31.2K Buy
+684
New +$33.9K ﹤0.01% 590
2024
Q2 		– Sell
-386
Closed -$33.5K – 778
2024
Q1 		$33.5K Sell
386
-26
-6% -$2.99K ﹤0.01% 582
2023
Q4 		$102K Buy
412
+66
+19% +$12.9K 0.01% 708
2023
Q3 		$70.5K Buy
+346
New +$75.5K 0.01% 741

Other funds holding SBDS

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

Winton Group's SBDS Position: Q1 2025 in Review

Winton Group sold out of Solo Brands Inc (SBDS) in Q1 2025, closing a stake of 684 shares — an estimated $31.2K sold.

Winton Group first reported a position in SBDS in Q3 2023 and held it in 4 quarters. The position peaked at $102K in Q4 2023. 72 funds tracked by Wall St. Rank hold SBDS as of Q1 2025.

  • Winton Group reported no remaining Solo Brands Inc position as of Q1 2025 after selling out during the quarter.
  • Winton Group sold 684 Solo Brands Inc shares in Q1 2025, an estimated $31.2K.
  • Winton Group first reported a position in Solo Brands Inc in Q3 2023 and held it in 4 quarters.
  • Winton Group's Solo Brands Inc position peaked at $102K in Q4 2023.
  • 72 funds tracked by Wall St. Rank held Solo Brands Inc as of Q1 2025.

Based on Winton Group's 13F filing for Q1 2025, filed 15 May 2025.