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Advisor Group’s Sonoco SON Stock Holding History

Advisor Group’s Portfolio SON Stock Details SON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$1.11M Buy
17,956
+2,083
+13% +$123K 0.01% 1126
2019
Q3 		$924K Sell
15,873
-1,776
-10% -$106K 0.01% 1185
2019
Q2 		$1.15M Sell
17,649
-1,763
-9% -$111K 0.01% 1040
2019
Q1 		$1.19M Buy
19,412
+277
+1% +$15.9K 0.01% 983
2018
Q4 		$1.02M Sell
19,135
-1,546
-7% -$84.8K 0.01% 934
2018
Q3 		$1.15M Buy
20,681
+4,108
+25% +$229K 0.01% 893
2018
Q2 		$871K Sell
16,573
-1,370
-8% -$70.4K 0.01% 937
2018
Q1 		$870K Sell
17,943
-13,509
-43% -$687K 0.01% 956
2017
Q4 		$1.67M Buy
31,452
+2,212
+8% +$116K 0.02% 627
2017
Q3 		$1.48M Buy
29,240
+4,839
+20% +$238K 0.02% 624
2017
Q2 		$1.25M Sell
24,401
-830
-3% -$42.7K 0.02% 645
2017
Q1 		$1.33M Buy
25,231
+619
+3% +$33.3K 0.03% 593
2016
Q4 		$1.3M Sell
24,612
-643
-3% -$33.6K 0.03% 564
2016
Q3 		$1.33M Buy
25,255
+116
+0.5% +$5.98K 0.03% 540
2016
Q2 		$1.25M Buy
+25,139
New +$1.19M 0.03% 538

Other funds holding SON

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Advisor Group's SON Position: Q4 2019 in Review

Advisor Group increased its Sonoco (SON) stake by 13% in Q4 2019, buying an estimated $123K and bringing the position to 17,956 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #1126.

Advisor Group first reported a position in SON in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.67M in Q4 2017. 421 funds tracked by Wall St. Rank hold SON as of Q4 2019.

  • Advisor Group held 17,956 shares of Sonoco worth $1.11M as of Q4 2019.
  • Advisor Group bought 2,083 Sonoco shares in Q4 2019, an estimated $123K.
  • Sonoco made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1126 holding.
  • Advisor Group first reported a position in Sonoco in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Sonoco position peaked at $1.67M in Q4 2017.
  • 421 funds tracked by Wall St. Rank held Sonoco as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.