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Douglas Lane & Associates’s Sonoco SON Stock Holding History

Douglas Lane & Associates’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
2019
Q2 		– Sell
-3,654
Closed -$225K – 223
2019
Q1 		$225K Buy
+3,654
New +$210K ﹤0.01% 202
2018
Q4 		– Sell
-4,354
Closed -$242K – 223
2018
Q3 		$242K Buy
+4,354
New +$242K ﹤0.01% 191
2017
Q1 		– Sell
-3,875
Closed -$204K – 209
2016
Q4 		$204K Buy
+3,875
New +$202K 0.01% 206

Other funds holding SON

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Douglas Lane & Associates's SON Position: Q2 2019 in Review

Douglas Lane & Associates sold out of Sonoco (SON) in Q2 2019, closing a stake of 3,654 shares — an estimated $225K sold.

Douglas Lane & Associates first reported a position in SON in Q4 2016 and held it in 3 quarters. The position peaked at $242K in Q3 2018. 436 funds tracked by Wall St. Rank hold SON as of Q2 2019.

  • Douglas Lane & Associates reported no remaining Sonoco position as of Q2 2019 after selling out during the quarter.
  • Douglas Lane & Associates sold 3,654 Sonoco shares in Q2 2019, an estimated $225K.
  • Douglas Lane & Associates first reported a position in Sonoco in Q4 2016 and held it in 3 quarters.
  • Douglas Lane & Associates's Sonoco position peaked at $242K in Q3 2018.
  • 436 funds tracked by Wall St. Rank held Sonoco as of Q2 2019.

Based on Douglas Lane & Associates's 13F filing for Q2 2019, filed 8 Jul 2019.