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Ellevest Inc’s Sonoco SON Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-52
Closed -$3.17K – 1435
2023
Q1 		$3.17K Sell
52
-133
-72% -$7.89K ﹤0.01% 1336
2022
Q4 		$11.2K Buy
185
+25
+16% +$1.5K ﹤0.01% 998
2022
Q3 		$9K Sell
160
-13
-8% -$799 ﹤0.01% 1042
2022
Q2 		$10K Sell
173
-68
-28% -$4.04K ﹤0.01% 894
2022
Q1 		$15K Buy
241
+4
+2% +$232 ﹤0.01% 801
2021
Q4 		$14K Sell
237
-907
-79% -$54.2K ﹤0.01% 788
2021
Q3 		$68K Sell
1,144
-79
-6% -$5.05K 0.01% 431
2021
Q2 		$82K Sell
1,223
-27
-2% -$1.79K 0.01% 396
2021
Q1 		$79K Sell
1,250
-669
-35% -$40.8K 0.01% 379
2020
Q4 		$114K Buy
1,919
+46
+2% +$2.58K 0.02% 278
2020
Q3 		$96K Buy
1,873
+76
+4% +$4.02K 0.02% 272
2020
Q2 		$94K Buy
1,797
+1,509
+524% +$74.7K 0.02% 223
2020
Q1 		$13K Buy
288
+276
+2,300% +$14.7K ﹤0.01% 510
2019
Q4 		$1K Buy
+12
New +$710 ﹤0.01% 863

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 $3.37T AUM 44.26% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ellevest Inc's SON Position: Q2 2023 in Review

Ellevest Inc sold out of Sonoco (SON) in Q2 2023, closing a stake of 52 shares — an estimated $3.17K sold.

Ellevest Inc first reported a position in SON in Q4 2019 and held it in 14 quarters. The position peaked at $114K in Q4 2020. 447 funds tracked by Wall St. Rank hold SON as of Q2 2023.

  • Ellevest Inc reported no remaining Sonoco position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 52 Sonoco shares in Q2 2023, an estimated $3.17K.
  • Ellevest Inc first reported a position in Sonoco in Q4 2019 and held it in 14 quarters.
  • Ellevest Inc's Sonoco position peaked at $114K in Q4 2020.
  • 447 funds tracked by Wall St. Rank held Sonoco as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.