Boys Arnold & Co’s Sonoco SON Stock Holding History

Boys Arnold & 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
2017 Q4	–	Sell	-5,862	Closed	-$296K	–	274
2017 Q3	$296K	Hold	5,862	–	–	0.05%	242
2017 Q2	$301K	Hold	5,862	–	–	0.04%	241
2017 Q1	$310K	Hold	5,862	–	–	0.05%	238
2016 Q4	$309K	Hold	5,862	–	–	0.05%	233
2016 Q3	$310K	Hold	5,862	–	–	0.05%	238
2016 Q2	$291K	Buy	5,862 +720	+14%	+$34.2K	0.05%	232
2016 Q1	$250K	Sell	5,142 -6,582	-56%	-$280K	0.1%	133
2015 Q4	$479K	Buy	11,724 +5,862	+100%	+$244K	0.05%	202
2015 Q3	$221K	Hold	5,862	–	–	0.05%	211
2015 Q2	$251K	Hold	5,862	–	–	0.05%	202
2015 Q1	$266K	Hold	5,862	–	–	0.05%	195
2014 Q4	$256K	Sell	5,862 -566	-9%	-$23.4K	0.05%	182
2014 Q3	$253K	Hold	6,428	–	–	0.05%	189
2014 Q2	$282K	Hold	6,428	–	–	0.05%	190
2014 Q1	$264K	Hold	6,428	–	–	0.05%	186
2013 Q4	$268K	Hold	6,428	–	–	0.05%	175
2013 Q3	$250K	Hold	6,428	–	–	0.05%	171
2013 Q2	$222K	Buy	+6,428	New	+$224K	0.05%	173

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

Bank of New York Mellon

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

Dimensional Fund Advisors

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return