CPIG
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Chicago Partners Investment Group’s Sonoco SON Stock Holding History

Chicago Partners Investment Group’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
2026
Q1 		$288K Buy
6,062
+381
+7% +$19.6K 0.01% 1165
2025
Q4 		$276K Buy
+5,681
New +$235K 0.01% 1077
2018
Q4 		– Sell
-1,450
Closed -$77K – 824
2018
Q3 		$77K Buy
1,450
+725
+100% +$40.4K 0.01% 452
2018
Q2 		$38K Hold
725
– – 0.01% 537
2018
Q1 		$35K Hold
725
– – 0.01% 512
2017
Q4 		$39K Hold
725
– – 0.01% 488
2017
Q3 		$37K Sell
725
-725
-50% -$35.7K 0.01% 480
2017
Q2 		$75K Buy
+1,450
New +$74.6K 0.02% 312

Other funds holding SON

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return