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Fulcrum Equity Management’s Sonoco SON Stock Holding History

Fulcrum Equity 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
2022
Q1 		– Sell
-3,476
Closed -$201K – 176
2021
Q4 		$201K Sell
3,476
-569
-14% -$34K 0.08% 172
2021
Q3 		$241K Buy
4,045
+511
+14% +$32.7K 0.09% 155
2021
Q2 		$236K Buy
3,534
+264
+8% +$17.5K 0.09% 166
2021
Q1 		$207K Buy
+3,270
New +$199K 0.08% 170
2020
Q4 		– Sell
-4,010
Closed -$205K – 172
2020
Q3 		$205K Sell
4,010
-3,320
-45% -$176K 0.1% 143
2020
Q2 		$383K Buy
7,330
+1,337
+22% +$66.2K 0.18% 102
2020
Q1 		$278K Sell
5,993
-894
-13% -$47.7K 0.2% 36
2019
Q4 		$425K Buy
6,887
+17
+0.2% +$1.01K 0.22% 72
2019
Q3 		$400K Buy
6,870
+358
+5% +$21.3K 0.2% 64
2019
Q2 		$382K Buy
6,512
+1,742
+37% +$110K 0.18% 62
2019
Q1 		$294K Sell
4,770
-171
-3% -$9.84K 0.1% 74
2018
Q4 		$263K Buy
+4,941
New +$271K 0.1% 61

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Fulcrum Equity Management's SON Position: Q1 2022 in Review

Fulcrum Equity Management sold out of Sonoco (SON) in Q1 2022, closing a stake of 3,476 shares — an estimated $201K sold.

Fulcrum Equity Management first reported a position in SON in Q4 2018 and held it in 12 quarters. The position peaked at $425K in Q4 2019. 417 funds tracked by Wall St. Rank hold SON as of Q1 2022.

  • Fulcrum Equity Management reported no remaining Sonoco position as of Q1 2022 after selling out during the quarter.
  • Fulcrum Equity Management sold 3,476 Sonoco shares in Q1 2022, an estimated $201K.
  • Fulcrum Equity Management first reported a position in Sonoco in Q4 2018 and held it in 12 quarters.
  • Fulcrum Equity Management's Sonoco position peaked at $425K in Q4 2019.
  • 417 funds tracked by Wall St. Rank held Sonoco as of Q1 2022.

Based on Fulcrum Equity Management's 13F filing for Q1 2022, filed 15 Apr 2022.