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Financial Gravity Companies’s Sonoco SON Stock Holding History

Financial Gravity Companies’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
Q4 		$274K Buy
+4,752
New +$261K 0.25% 87
2018
Q1 		$203K Buy
3,961
+722
+22% +$36.7K 0.21% 92
2017
Q4 		$176K Buy
+3,239
New +$170K 0.2% 98

Other funds holding SON

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Financial Gravity Companies's SON Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Sonoco (SON) in Q4 2018: 4,752 shares worth $274K. The stake represents 0.25% of the portfolio and ranks #87 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SON as recently as Q1 2018.

Financial Gravity Companies first reported a position in SON in Q4 2017 and has held it in 3 quarters since. 415 funds tracked by Wall St. Rank hold SON as of Q4 2018.

  • Financial Gravity Companies held 4,752 shares of Sonoco worth $274K as of Q4 2018.
  • Sonoco was a new Financial Gravity Companies position in Q4 2018.
  • Sonoco made up 0.25% of Financial Gravity Companies's portfolio in Q4 2018, its #87 holding.
  • Financial Gravity Companies first reported a position in Sonoco in Q4 2017 and has held it in 3 quarters since.
  • 415 funds tracked by Wall St. Rank held Sonoco as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.