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Berman Capital Advisors’s Sonoco SON Stock Holding History

Berman 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
2021
Q3 		$30K Buy
517
+324
+168% +$20.7K ﹤0.01% 860
2021
Q2 		$12K Buy
193
+5
+3% +$332 ﹤0.01% 1093
2021
Q1 		$11K Buy
188
+57
+44% +$3.48K ﹤0.01% 1008
2020
Q4 		$7K Sell
131
-22
-14% -$1.24K ﹤0.01% 1057
2020
Q3 		$7K Sell
153
-14
-8% -$741 ﹤0.01% 937
2020
Q2 		$8K Buy
167
+12
+8% +$594 ﹤0.01% 847
2020
Q1 		$7K Sell
155
-1
-0.6% -$53 ﹤0.01% 800
2019
Q4 		$9K Buy
156
+1
+0.6% +$59 ﹤0.01% 791
2019
Q3 		$9K Buy
155
+1
+0.6% +$60 ﹤0.01% 758
2019
Q2 		$10K Buy
154
+92
+148% +$5.81K ﹤0.01% 737
2019
Q1 		$3K Buy
62
+38
+158% +$2.19K ﹤0.01% 1024
2018
Q4 		$1K Buy
+24
New +$1.32K ﹤0.01% 1059

Other funds holding SON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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

Berman Capital Advisors's SON Position: Q3 2021 in Review

Berman Capital Advisors increased its Sonoco (SON) stake by 168% in Q3 2021, buying an estimated $20.7K and bringing the position to 517 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Berman Capital Advisors first reported a position in SON in Q4 2018 and has held it in 12 quarters since. 388 funds tracked by Wall St. Rank hold SON as of Q3 2021.

  • Berman Capital Advisors held 517 shares of Sonoco worth $30K as of Q3 2021.
  • Berman Capital Advisors bought 324 Sonoco shares in Q3 2021, an estimated $20.7K.
  • Sonoco made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #860 holding.
  • Berman Capital Advisors first reported a position in Sonoco in Q4 2018 and has held it in 12 quarters since.
  • 388 funds tracked by Wall St. Rank held Sonoco as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.