Capstone Investment Advisors
SON icon

Capstone Investment Advisors’s Sonoco SON Stock Holding History

Capstone Investment 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
2024
Q2 		– Sell
-11,167
Closed -$646K – 2467
2024
Q1 		$646K Buy
11,167
+1,176
+12% +$67.1K 0.01% 1418
2023
Q4 		$558K Buy
+9,991
New +$542K 0.01% 1290
2018
Q1 		– Sell
-3,800
Closed -$201K – 540
2017
Q4 		$201K Buy
+3,800
New +$199K 0.01% 438
2017
Q3 		– Sell
-65,132
Closed -$3.35M – 725
2017
Q2 		$3.35M Buy
+65,132
New +$3.35M 0.16% 185
2015
Q4 		– Sell
-5,600
Closed -$211K – 562
2015
Q3 		$211K Buy
+5,600
New +$228K 0.01% 370

Other funds holding SON

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BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return