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DC Investments Management’s Sonoco SON Stock Holding History

DC Investments Management’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
2020
Q3 		– Sell
-5,275
Closed -$276K – 261
2020
Q2 		$276K Sell
5,275
-2,677
-34% -$133K 0.1% 247
2020
Q1 		$369K Buy
7,952
+1,450
+22% +$77.3K 0.3% 137
2019
Q4 		$401K Sell
6,502
-2,414
-27% -$143K 0.31% 162
2019
Q3 		$519K Sell
8,916
-692
-7% -$41.2K 0.3% 120
2019
Q2 		$628K Sell
9,608
-1,786
-16% -$113K 0.35% 62
2019
Q1 		$701K Hold
11,394
– – 0.44% 49
2018
Q4 		$605K Buy
11,394
+878
+8% +$48.2K 0.49% 55
2018
Q3 		$584K Sell
10,516
-380
-3% -$21.2K 0.39% 70
2018
Q2 		$572K Buy
+10,896
New +$560K 0.36% 88
2018
Q1 		– Sell
-6,502
Closed -$346K – 319
2017
Q4 		$346K Buy
+6,502
New +$340K 0.14% 188

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

DC Investments Management's SON Position: Q3 2020 in Review

DC Investments Management sold out of Sonoco (SON) in Q3 2020, closing a stake of 5,275 shares — an estimated $276K sold.

DC Investments Management first reported a position in SON in Q4 2017 and held it in 10 quarters. The position peaked at $701K in Q1 2019. 406 funds tracked by Wall St. Rank hold SON as of Q3 2020.

  • DC Investments Management reported no remaining Sonoco position as of Q3 2020 after selling out during the quarter.
  • DC Investments Management sold 5,275 Sonoco shares in Q3 2020, an estimated $276K.
  • DC Investments Management first reported a position in Sonoco in Q4 2017 and held it in 10 quarters.
  • DC Investments Management's Sonoco position peaked at $701K in Q1 2019.
  • 406 funds tracked by Wall St. Rank held Sonoco as of Q3 2020.

Based on DC Investments Management's 13F filing for Q3 2020, filed 4 Nov 2020.