Disciplined Investments’s Sonoco SON Stock Holding History

Disciplined Investments’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
2023 Q3	–	Sell	-870	Closed	-$51.3K	–	1333
2023 Q2	$51.3K	Hold	870	–	–	0.03%	197
2023 Q1	$53.1K	Hold	870	–	–	0.02%	215
2022 Q4	$52.8K	Sell	870 -4	-0.5%	-$240	0.03%	194
2022 Q3	$50K	Buy	874 +2	+0.2%	+$123	0.02%	219
2022 Q2	$50K	Buy	872 +3	+0.3%	+$178	0.02%	216
2022 Q1	$54K	Buy	869 +19	+2%	+$1.1K	0.02%	216
2021 Q4	$49K	Hold	850	–	–	0.02%	212
2021 Q3	$51K	Hold	850	–	–	0.02%	200
2021 Q2	$57K	Hold	850	–	–	0.03%	189
2021 Q1	$54K	Hold	850	–	–	0.03%	178
2020 Q4	$50K	Hold	850	–	–	0.03%	154
2020 Q3	$43K	Hold	850	–	–	0.03%	172
2020 Q2	$44K	Hold	850	–	–	0.03%	172
2020 Q1	$39K	Hold	850	–	–	0.04%	171
2019 Q4	$52K	Buy	+850	New	+$50.3K	0.04%	162

Other funds holding SON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Disciplined Investments's SON Position: Q3 2023 in Review

Disciplined Investments sold out of Sonoco (SON) in Q3 2023, closing a stake of 870 shares — an estimated $51.3K sold.

Disciplined Investments first reported a position in SON in Q4 2019 and held it in 15 quarters. The position peaked at $57K in Q2 2021. 446 funds tracked by Wall St. Rank hold SON as of Q3 2023.

Disciplined Investments reported no remaining Sonoco position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 870 Sonoco shares in Q3 2023, an estimated $51.3K.
Disciplined Investments first reported a position in Sonoco in Q4 2019 and held it in 15 quarters.
Disciplined Investments's Sonoco position peaked at $57K in Q2 2021.
446 funds tracked by Wall St. Rank held Sonoco as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.