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Family Asset Management’s Sonoco SON Stock Holding History

Family Asset 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
2024
Q3 		$921K Hold
16,856
– – 0.55% 42
2024
Q2 		$855K Hold
16,856
– – 0.55% 43
2024
Q1 		$975K Hold
16,856
– – 0.61% 41
2023
Q4 		$942K Hold
16,856
– – 0.63% 41
2023
Q3 		$916K Hold
16,856
– – 0.68% 40
2023
Q2 		$995K Hold
16,856
– – 0.67% 35
2023
Q1 		$1.03M Hold
16,856
– – 0.75% 36
2022
Q4 		$1.02M Buy
+16,856
New +$1.01M 0.85% 30

Other funds holding SON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Family Asset Management's SON Position: Q3 2024 in Review

Family Asset Management held its Sonoco (SON) position steady in Q3 2024 at 16,856 shares worth $921K. The position accounts for 0.55% of the portfolio, ranked #42.

Family Asset Management first reported a position in SON in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.03M in Q1 2023. 470 funds tracked by Wall St. Rank hold SON as of Q3 2024.

  • Family Asset Management held 16,856 shares of Sonoco worth $921K as of Q3 2024.
  • Family Asset Management left its Sonoco share count unchanged in Q3 2024.
  • Sonoco made up 0.55% of Family Asset Management's portfolio in Q3 2024, its #42 holding.
  • Family Asset Management first reported a position in Sonoco in Q4 2022 and has held it in 8 quarters since.
  • Family Asset Management's Sonoco position peaked at $1.03M in Q1 2023.
  • 470 funds tracked by Wall St. Rank held Sonoco as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.