Alan B. Lancz & Associates’s Sonoco SON Stock Holding History

Alan B. Lancz & Associates’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
2026 Q1	$222K	Buy	+4,100	New	+$211K	0.22%	122
2025 Q2	–	Sell	-4,400	Closed	-$208K	–	132
2025 Q1	$208K	Hold	4,400	–	–	0.22%	117
2024 Q4	$215K	Sell	4,400 -300	-6%	-$15.5K	0.22%	114
2024 Q3	$257K	Hold	4,700	–	–	0.24%	112
2024 Q2	$238K	Buy	+4,700	New	+$271K	0.24%	108
2023 Q4	$263K	Hold	4,700	–	–	0.28%	106
2023 Q3	$255K	Hold	4,700	–	–	0.29%	105
2023 Q2	$277K	Hold	4,700	–	–	0.3%	102
2023 Q1	$287K	Hold	4,700	–	–	0.3%	99
2022 Q4	$288K	Hold	4,700	–	–	0.29%	103
2022 Q3	$267K	Hold	4,700	–	–	0.32%	96
2022 Q2	$298K	Sell	4,700 -800	-15%	-$47.6K	0.29%	98
2022 Q1	$344K	Hold	5,500	–	–	0.3%	94
2021 Q4	$318K	Buy	+5,500	New	+$329K	0.28%	101

Other funds holding SON

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return