DCM
SON icon

Dynamic Capital Management’s Sonoco SON Stock Holding History

Dynamic Capital 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
2018
Q1 		– Sell
-4,037
Closed -$215K – 228
2017
Q4 		$215K Buy
+4,037
New +$211K 0.07% 221
2017
Q3 		– Sell
-4,994
Closed -$257K – 316
2017
Q2 		$257K Buy
+4,994
New +$257K 0.06% 217
2015
Q4 		– Sell
-11,814
Closed -$446K – 441
2015
Q3 		$446K Buy
+11,814
New +$480K 0.12% 250
2014
Q4 		– Sell
-26,900
Closed -$1.06M – 396
2014
Q3 		$1.06M Buy
26,900
+20,351
+311% +$830K 0.27% 137
2014
Q2 		$288K Sell
6,549
-4,038
-38% -$171K 0.08% 342
2014
Q1 		$434K Sell
10,587
-6,016
-36% -$250K 0.14% 245
2013
Q4 		$693K Buy
16,603
+9,637
+138% +$388K 0.13% 256
2013
Q3 		$271K Buy
+6,966
New +$265K 0.06% 372

Other funds holding SON

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $431B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return