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Advocate Group’s Sonoco SON Stock Holding History

Advocate 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
2024
Q4 		– Sell
-3,920
Closed -$214K – 119
2024
Q3 		$214K Buy
+3,920
New +$205K 0.04% 114
2024
Q2 		– Sell
-3,920
Closed -$227K – 126
2024
Q1 		$227K Sell
3,920
-300
-7% -$17.1K 0.05% 109
2023
Q4 		$236K Sell
4,220
-768
-15% -$41.7K 0.05% 111
2023
Q3 		$271K Hold
4,988
– – 0.06% 103
2023
Q2 		$294K Hold
4,988
– – 0.06% 107
2023
Q1 		$304K Sell
4,988
-157
-3% -$9.31K 0.07% 105
2022
Q4 		$312K Sell
5,145
-257
-5% -$15.4K 0.07% 103
2022
Q3 		$306K Sell
5,402
-100
-2% -$6.15K 0.08% 98
2022
Q2 		$314K Buy
+5,502
New +$327K 0.07% 103

Other funds holding SON

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Advocate Group's SON Position: Q4 2024 in Review

Advocate Group sold out of Sonoco (SON) in Q4 2024, closing a stake of 3,920 shares — an estimated $214K sold.

Advocate Group first reported a position in SON in Q2 2022 and held it in 9 quarters. The position peaked at $314K in Q2 2022. 450 funds tracked by Wall St. Rank hold SON as of Q4 2024.

  • Advocate Group reported no remaining Sonoco position as of Q4 2024 after selling out during the quarter.
  • Advocate Group sold 3,920 Sonoco shares in Q4 2024, an estimated $214K.
  • Advocate Group first reported a position in Sonoco in Q2 2022 and held it in 9 quarters.
  • Advocate Group's Sonoco position peaked at $314K in Q2 2022.
  • 450 funds tracked by Wall St. Rank held Sonoco as of Q4 2024.

Based on Advocate Group's 13F filing for Q4 2024, filed 21 Jan 2025.