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	–	1449
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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Quilter Plc London, United Kingdom $5.7B AUM 21.25% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return