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Custom Portfolio Group’s Sonoco SON Stock Holding History

Custom Portfolio 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
2024
Q2 		$3.04K Hold
60
– – ﹤0.01% 207
2024
Q1 		$3.47K Hold
60
– – ﹤0.01% 198
2023
Q4 		$3.35K Buy
+60
New +$3.25K ﹤0.01% 195

Other funds holding SON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Custom Portfolio Group's SON Position: Q2 2024 in Review

Custom Portfolio Group held its Sonoco (SON) position steady in Q2 2024 at 60 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #207.

Custom Portfolio Group first reported a position in SON in Q4 2023 and has held it in 3 quarters since. The position peaked at $3.47K in Q1 2024. 475 funds tracked by Wall St. Rank hold SON as of Q2 2024.

  • Custom Portfolio Group held 60 shares of Sonoco worth $3.04K as of Q2 2024.
  • Custom Portfolio Group left its Sonoco share count unchanged in Q2 2024.
  • Sonoco made up ﹤0.01% of Custom Portfolio Group's portfolio in Q2 2024, its #207 holding.
  • Custom Portfolio Group first reported a position in Sonoco in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's Sonoco position peaked at $3.47K in Q1 2024.
  • 475 funds tracked by Wall St. Rank held Sonoco as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.