Bartlett & Co’s Sonoco SON Stock Holding History

Bartlett & Co’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
2021 Q1	–	Sell	-72	Closed	-$4K	–	1161
2020 Q4	$4K	Hold	72	–	–	﹤0.01%	829
2020 Q3	$4K	Hold	72	–	–	﹤0.01%	750
2020 Q2	$4K	Hold	72	–	–	﹤0.01%	750
2020 Q1	$3K	Buy	+72	New	+$3.84K	﹤0.01%	762
2019 Q3	$4K	Buy	+72	New	+$4.29K	﹤0.01%	794

Other funds holding SON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bartlett & Co's SON Position: Q1 2021 in Review

Bartlett & Co sold out of Sonoco (SON) in Q1 2021, closing a stake of 72 shares — an estimated $4K sold.

Bartlett & Co first reported a position in SON in Q3 2019 and held it in 5 quarters. The position peaked at $4K in Q4 2020. 417 funds tracked by Wall St. Rank hold SON as of Q1 2021.

Bartlett & Co reported no remaining Sonoco position as of Q1 2021 after selling out during the quarter.
Bartlett & Co sold 72 Sonoco shares in Q1 2021, an estimated $4K.
Bartlett & Co first reported a position in Sonoco in Q3 2019 and held it in 5 quarters.
Bartlett & Co's Sonoco position peaked at $4K in Q4 2020.
417 funds tracked by Wall St. Rank held Sonoco as of Q1 2021.

Based on Bartlett & Co's 13F filing for Q1 2021, filed 19 Apr 2021.