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Agate Pass Investment Management’s Sonoco SON Stock Holding History

Agate Pass Investment Management’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
-4,330
Closed -$237K – 108
2024
Q3 		$237K Sell
4,330
-355
-8% -$18.6K 0.12% 92
2024
Q2 		$238K Sell
4,685
-545
-10% -$31.5K 0.13% 89
2024
Q1 		$303K Sell
5,230
-117
-2% -$6.68K 0.16% 86
2023
Q4 		$299K Sell
5,347
-600
-10% -$32.5K 0.17% 82
2023
Q3 		$323K Sell
5,947
-210
-3% -$11.9K 0.22% 70
2023
Q2 		$363K Buy
6,157
+210
+4% +$12.6K 0.22% 76
2023
Q1 		$363K Sell
5,947
-125
-2% -$7.41K 0.24% 80
2022
Q4 		$369K Sell
6,072
-851
-12% -$51.1K 0.26% 79
2022
Q3 		$393K Buy
6,923
+89
+1% +$5.47K 0.3% 74
2022
Q2 		$390K Sell
6,834
-1,344
-16% -$79.9K 0.27% 74
2022
Q1 		$512K Sell
8,178
-118
-1% -$6.83K 0.32% 66
2021
Q4 		$480K Buy
+8,296
New +$496K 0.3% 71

Other funds holding SON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Agate Pass Investment Management's SON Position: Q4 2024 in Review

Agate Pass Investment Management sold out of Sonoco (SON) in Q4 2024, closing a stake of 4,330 shares — an estimated $237K sold.

Agate Pass Investment Management first reported a position in SON in Q4 2021 and held it in 12 quarters. The position peaked at $512K in Q1 2022. 449 funds tracked by Wall St. Rank hold SON as of Q4 2024.

  • Agate Pass Investment Management reported no remaining Sonoco position as of Q4 2024 after selling out during the quarter.
  • Agate Pass Investment Management sold 4,330 Sonoco shares in Q4 2024, an estimated $237K.
  • Agate Pass Investment Management first reported a position in Sonoco in Q4 2021 and held it in 12 quarters.
  • Agate Pass Investment Management's Sonoco position peaked at $512K in Q1 2022.
  • 449 funds tracked by Wall St. Rank held Sonoco as of Q4 2024.

Based on Agate Pass Investment Management's 13F filing for Q4 2024, filed 13 Jan 2025.