Envestnet Portfolio Solutions
SON icon

Envestnet Portfolio Solutions’s Sonoco SON Stock Holding History

Envestnet Portfolio Solutions’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
2026
Q1 		$1.02M Sell
18,773
-1,087
-5% -$56K 0.01% 633
2025
Q4 		$867K Buy
+19,860
New +$822K ﹤0.01% 804
2025
Q1 		– Sell
-4,227
Closed -$207K – 1753
2024
Q4 		$207K Sell
4,227
-128
-3% -$6.61K ﹤0.01% 1679
2024
Q3 		$238K Buy
4,355
+298
+7% +$15.6K ﹤0.01% 1555
2024
Q2 		$206K Sell
4,057
-1,068
-21% -$61.7K ﹤0.01% 1582
2024
Q1 		$296K Buy
5,125
+1,333
+35% +$76.1K ﹤0.01% 1365
2023
Q4 		$212K Sell
3,792
-10
-0.3% -$542 ﹤0.01% 1470
2023
Q3 		$207K Buy
+3,802
New +$215K ﹤0.01% 1421

Other funds holding SON

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return