Bedel Financial Consulting’s Sonoco SON Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-396	Closed	-$25K	–	782
2022 Q1	$25K	Hold	396	–	–	0.01%	512
2021 Q4	$23K	Hold	396	–	–	0.01%	541
2021 Q3	$24K	Hold	396	–	–	0.01%	520
2021 Q2	$26K	Hold	396	–	–	0.01%	511
2021 Q1	$25K	Hold	396	–	–	0.01%	476
2020 Q4	$23K	Hold	396	–	–	0.01%	435
2020 Q3	$20K	Hold	396	–	–	0.01%	428
2020 Q2	$21K	Hold	396	–	–	0.01%	401
2020 Q1	$18K	Hold	396	–	–	0.01%	400
2019 Q4	$24K	Hold	396	–	–	0.01%	389
2019 Q3	$23K	Hold	396	–	–	0.01%	380
2019 Q2	$26K	Hold	396	–	–	0.02%	371
2019 Q1	$24K	Hold	396	–	–	0.02%	372
2018 Q4	$21K	Hold	396	–	–	0.02%	357
2018 Q3	$20K	Hold	396	–	–	0.01%	382
2018 Q2	$21K	Hold	396	–	–	0.02%	375
2018 Q1	$19K	Buy	+396	New	+$20.1K	0.01%	393

Other funds holding SON

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of America

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return