Boston Trust Walden’s Sonoco SON Stock Holding History

Boston Trust Walden’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
2018 Q3	–	Sell	-30,935	Closed	-$1.62M	–	383
2018 Q2	$1.62M	Hold	30,935	–	–	0.02%	281
2018 Q1	$1.5M	Sell	30,935 -177	-0.6%	-$9K	0.02%	285
2017 Q4	$1.65M	Hold	31,112	–	–	0.02%	285
2017 Q3	$1.57M	Buy	31,112 +50	+0.2%	+$2.46K	0.02%	290
2017 Q2	$1.6M	Hold	31,062	–	–	0.03%	284
2017 Q1	$1.64M	Buy	31,062 +9,200	+42%	+$495K	0.03%	275
2016 Q4	$1.15M	Sell	21,862 -1,200	-5%	-$62.6K	0.02%	291
2016 Q3	$1.22M	Sell	23,062 -1,150	-5%	-$59.3K	0.02%	284
2016 Q2	$1.2M	Sell	24,212 -1,475	-6%	-$70K	0.02%	286
2016 Q1	$1.25M	Sell	25,687 -250	-1%	-$10.6K	0.02%	286
2015 Q4	$1.06M	Sell	25,937 -3,050	-11%	-$127K	0.02%	280
2015 Q3	$1.09M	Sell	28,987 -5,925	-17%	-$241K	0.02%	285
2015 Q2	$1.5M	Sell	34,912 -2,000	-5%	-$90.1K	0.02%	272
2015 Q1	$1.68M	Sell	36,912 -950	-3%	-$43K	0.02%	259
2014 Q4	$1.66M	Buy	37,862 +2,400	+7%	+$99.2K	0.02%	259
2014 Q3	$1.39M	Sell	35,462 -600	-2%	-$24.5K	0.02%	260
2014 Q2	$1.58M	Buy	+36,062	New	+$1.52M	0.02%	250

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

American Century Companies

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

Bank of America

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada

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

Dimensional Fund Advisors

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

Bank of New York Mellon

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