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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
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Trust Walden's SON Position: Q3 2018 in Review

Boston Trust Walden sold out of Sonoco (SON) in Q3 2018, closing a stake of 30,935 shares — an estimated $1.62M sold.

Boston Trust Walden first reported a position in SON in Q2 2014 and held it in 17 quarters. The position peaked at $1.68M in Q1 2015. 409 funds tracked by Wall St. Rank hold SON as of Q3 2018.

  • Boston Trust Walden reported no remaining Sonoco position as of Q3 2018 after selling out during the quarter.
  • Boston Trust Walden sold 30,935 Sonoco shares in Q3 2018, an estimated $1.62M.
  • Boston Trust Walden first reported a position in Sonoco in Q2 2014 and held it in 17 quarters.
  • Boston Trust Walden's Sonoco position peaked at $1.68M in Q1 2015.
  • 409 funds tracked by Wall St. Rank held Sonoco as of Q3 2018.

Based on Boston Trust Walden's 13F filing for Q3 2018, filed 23 Oct 2018.