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Annis Gardner Whiting Capital Advisors’s Sonoco SON Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2025
Q4 		– Sell
-35
Closed -$1.51K – 1341
2025
Q3 		$1.51K Hold
35
– – ﹤0.01% 923
2025
Q2 		$1.52K Hold
35
– – ﹤0.01% 1008
2025
Q1 		$1.65K Hold
35
– – ﹤0.01% 697
2024
Q4 		$1.71K Hold
35
– – ﹤0.01% 699
2024
Q3 		$1.91K Hold
35
– – ﹤0.01% 706
2024
Q2 		$1.78K Hold
35
– – ﹤0.01% 858
2024
Q1 		$2.02K Hold
35
– – ﹤0.01% 841
2023
Q4 		$1.96K Hold
35
– – ﹤0.01% 635
2023
Q3 		$1.9K Buy
+35
New +$1.98K ﹤0.01% 620

Other funds holding SON

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return