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Concurrent Investment Advisors’s Sonoco SON Stock Holding History

Concurrent 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
2025
Q1 		– Sell
-4,571
Closed -$223K – 1331
2024
Q4 		$223K Buy
4,571
+475
+12% +$24.5K 0.01% 949
2024
Q3 		$224K Buy
+4,096
New +$214K 0.01% 893

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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Concurrent Investment Advisors's SON Position: Q1 2025 in Review

Concurrent Investment Advisors sold out of Sonoco (SON) in Q1 2025, closing a stake of 4,571 shares — an estimated $223K sold.

Concurrent Investment Advisors first reported a position in SON in Q3 2024 and held it in 2 quarters. The position peaked at $224K in Q3 2024. 446 funds tracked by Wall St. Rank hold SON as of Q1 2025.

  • Concurrent Investment Advisors reported no remaining Sonoco position as of Q1 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 4,571 Sonoco shares in Q1 2025, an estimated $223K.
  • Concurrent Investment Advisors first reported a position in Sonoco in Q3 2024 and held it in 2 quarters.
  • Concurrent Investment Advisors's Sonoco position peaked at $224K in Q3 2024.
  • 446 funds tracked by Wall St. Rank held Sonoco as of Q1 2025.

Based on Concurrent Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.