FM
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Foster & Motley’s Sonoco SON Stock Holding History

Foster & Motley’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 		$285K Buy
+5,264
New +$271K 0.01% 356
2022
Q2 		– Sell
-3,489
Closed -$218K – 374
2022
Q1 		$218K Sell
3,489
-1,196
-26% -$69.3K 0.02% 345
2021
Q4 		$271K Sell
4,685
-770
-14% -$46K 0.02% 318
2021
Q3 		$325K Sell
5,455
-347
-6% -$22.2K 0.03% 279
2021
Q2 		$388K Sell
5,802
-1,202
-17% -$79.8K 0.03% 257
2021
Q1 		$443K Sell
7,004
-1,465
-17% -$89.4K 0.04% 232
2020
Q4 		$502K Sell
8,469
-1,115
-12% -$62.7K 0.05% 210
2020
Q3 		$489K Sell
9,584
-1,326
-12% -$70.2K 0.06% 195
2020
Q2 		$570K Sell
10,910
-2,444
-18% -$121K 0.07% 180
2020
Q1 		$619K Sell
13,354
-10,588
-44% -$564K 0.09% 163
2019
Q4 		$1.48M Sell
23,942
-519
-2% -$30.7K 0.19% 123
2019
Q3 		$1.42M Sell
24,461
-329
-1% -$19.6K 0.19% 120
2019
Q2 		$1.62M Sell
24,790
-490
-2% -$30.9K 0.23% 108
2019
Q1 		$1.55M Buy
25,280
+5,531
+28% +$318K 0.22% 108
2018
Q4 		$1.05M Buy
+19,749
New +$1.08M 0.17% 122
2014
Q3 		– Sell
-6,808
Closed -$299K – 167
2014
Q2 		$299K Sell
6,808
-1,274
-16% -$53.8K 0.07% 143
2014
Q1 		$332K Sell
8,082
-240
-3% -$9.97K 0.08% 139
2013
Q4 		$347K Buy
+8,322
New +$335K 0.09% 133

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