ZIM
SBDS

Zacks Investment Management’s Solo Brands Inc SBDS Stock Holding History

Zacks Investment Management’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
2024
Q2 		– Sell
-775
Closed -$67.2K – 732
2024
Q1 		$67.2K Hold
775
– – ﹤0.01% 625
2023
Q4 		$191K Sell
775
-206
-21% -$40.2K ﹤0.01% 600
2023
Q3 		$200K Sell
981
-160
-14% -$34.9K ﹤0.01% 574
2023
Q2 		$258K Buy
+1,141
New +$284K ﹤0.01% 555
2023
Q1 		– Sell
-255
Closed -$37.9K – 719
2022
Q4 		$37.9K Hold
255
– – ﹤0.01% 587
2022
Q3 		$39K Buy
+255
New +$47.7K ﹤0.01% 565

Other funds holding SBDS

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Zacks Investment Management's SBDS Position: Q2 2024 in Review

Zacks Investment Management sold out of Solo Brands Inc (SBDS) in Q2 2024, closing a stake of 775 shares — an estimated $67.2K sold.

Zacks Investment Management first reported a position in SBDS in Q3 2022 and held it in 6 quarters. The position peaked at $258K in Q2 2023. 90 funds tracked by Wall St. Rank hold SBDS as of Q2 2024.

  • Zacks Investment Management reported no remaining Solo Brands Inc position as of Q2 2024 after selling out during the quarter.
  • Zacks Investment Management sold 775 Solo Brands Inc shares in Q2 2024, an estimated $67.2K.
  • Zacks Investment Management first reported a position in Solo Brands Inc in Q3 2022 and held it in 6 quarters.
  • Zacks Investment Management's Solo Brands Inc position peaked at $258K in Q2 2023.
  • 90 funds tracked by Wall St. Rank held Solo Brands Inc as of Q2 2024.

Based on Zacks Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.