Donoghue Forlines’s Sonoco SON Stock Holding History

Donoghue Forlines’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	–	Sell	-11,112	Closed	-$643K	–	259
2024 Q1	$643K	Buy	+11,112	New	+$634K	0.18%	138
2021 Q1	–	Sell	-21,417	Closed	-$1.27M	–	295
2020 Q4	$1.27M	Sell	21,417 -630	-3%	-$35.4K	0.25%	105
2020 Q3	$1.13M	Buy	+22,047	New	+$1.17M	0.31%	106
2020 Q2	–	Sell	-16,379	Closed	-$759K	–	100
2020 Q1	$759K	Sell	16,379 -37,379	-70%	-$1.99M	0.17%	25
2019 Q4	$3.32M	Buy	+53,758	New	+$3.18M	0.51%	51
2019 Q2	–	Sell	-17,029	Closed	-$1.05M	–	207
2019 Q1	$1.05M	Buy	+17,029	New	+$979K	0.1%	79
2018 Q4	–	Sell	-17,123	Closed	-$950K	–	134
2018 Q3	$950K	Buy	17,123 +7,958	+87%	+$443K	0.07%	155
2018 Q2	$481K	Sell	9,165 -2,801	-23%	-$144K	0.04%	116
2018 Q1	$580K	Buy	+11,966	New	+$608K	0.05%	104

Other funds holding SON

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

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

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

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

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

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

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

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Donoghue Forlines's SON Position: Q2 2024 in Review

Donoghue Forlines sold out of Sonoco (SON) in Q2 2024, closing a stake of 11,112 shares — an estimated $643K sold.

Donoghue Forlines first reported a position in SON in Q1 2018 and held it in 9 quarters. The position peaked at $3.32M in Q4 2019. 475 funds tracked by Wall St. Rank hold SON as of Q2 2024.

Donoghue Forlines reported no remaining Sonoco position as of Q2 2024 after selling out during the quarter.
Donoghue Forlines sold 11,112 Sonoco shares in Q2 2024, an estimated $643K.
Donoghue Forlines first reported a position in Sonoco in Q1 2018 and held it in 9 quarters.
Donoghue Forlines's Sonoco position peaked at $3.32M in Q4 2019.
475 funds tracked by Wall St. Rank held Sonoco as of Q2 2024.

Based on Donoghue Forlines's 13F filing for Q2 2024, filed 6 Aug 2024.