FIM
SON icon

Freedom Investment Management’s Sonoco SON Stock Holding History

Freedom Investment 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
2020
Q2 		– Sell
-5,396
Closed -$313K – 676
2020
Q1 		$313K Sell
5,396
-55
-1% -$2.93K 0.03% 476
2019
Q4 		$336K Sell
5,451
-564
-9% -$33.4K 0.03% 451
2019
Q3 		$350K Sell
6,015
-287
-5% -$17.1K 0.03% 454
2019
Q2 		$412K Sell
6,302
-304
-5% -$19.2K 0.03% 415
2019
Q1 		$406K Sell
6,606
-22,429
-77% -$1.29M 0.03% 430
2018
Q4 		$1.54M Sell
29,035
-3,279
-10% -$180K 0.12% 171
2018
Q3 		$1.81M Sell
32,314
-250
-0.8% -$13.9K 0.11% 174
2018
Q2 		$1.71M Sell
32,564
-268
-0.8% -$13.8K 0.1% 201
2018
Q1 		$1.59M Buy
+32,832
New +$1.67M 0.08% 232
2016
Q3 		– Sell
-4,426
Closed -$220K – 942
2016
Q2 		$220K Buy
+4,426
New +$210K 0.02% 725

Other funds holding SON

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Freedom Investment Management's SON Position: Q2 2020 in Review

Freedom Investment Management sold out of Sonoco (SON) in Q2 2020, closing a stake of 5,396 shares — an estimated $313K sold.

Freedom Investment Management first reported a position in SON in Q2 2016 and held it in 10 quarters. The position peaked at $1.81M in Q3 2018. 391 funds tracked by Wall St. Rank hold SON as of Q2 2020.

  • Freedom Investment Management reported no remaining Sonoco position as of Q2 2020 after selling out during the quarter.
  • Freedom Investment Management sold 5,396 Sonoco shares in Q2 2020, an estimated $313K.
  • Freedom Investment Management first reported a position in Sonoco in Q2 2016 and held it in 10 quarters.
  • Freedom Investment Management's Sonoco position peaked at $1.81M in Q3 2018.
  • 391 funds tracked by Wall St. Rank held Sonoco as of Q2 2020.

Based on Freedom Investment Management's 13F filing for Q2 2020, filed 10 Aug 2020.