Gradient Investments’s Sonoco SON Stock Holding History

Gradient Investments’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	–	Sell	-1,135	Closed	-$57.5K	–	1123
2024 Q2	$57.5K	Buy	+1,135	New	+$65.6K	﹤0.01%	478
2023 Q2	–	Sell	-59	Closed	-$3.62K	–	1870
2023 Q1	$3.62K	Hold	59	–	–	﹤0.01%	1010
2022 Q4	$3.6K	Hold	59	–	–	﹤0.01%	989
2022 Q3	$3K	Hold	59	–	–	﹤0.01%	1087
2022 Q2	$3K	Hold	59	–	–	﹤0.01%	1003
2022 Q1	$4K	Buy	+59	New	+$3.42K	﹤0.01%	940
2021 Q1	–	Sell	-79	Closed	-$4K	–	1274
2020 Q4	$4K	Hold	79	–	–	﹤0.01%	860
2020 Q3	$4K	Hold	79	–	–	﹤0.01%	866
2020 Q2	$4K	Sell	79 -709	-90%	-$35.1K	﹤0.01%	795
2020 Q1	$37K	Hold	788	–	–	﹤0.01%	402
2019 Q4	$49K	Buy	+788	New	+$46.6K	﹤0.01%	405
2018 Q4	–	Sell	-55	Closed	-$3K	–	1075
2018 Q3	$3K	Hold	55	–	–	﹤0.01%	815
2018 Q2	$3K	Hold	55	–	–	﹤0.01%	784
2018 Q1	$3K	Hold	55	–	–	﹤0.01%	791
2017 Q4	$3K	Buy	+55	New	+$2.88K	﹤0.01%	770
2016 Q2	–	Sell	-94	Closed	-$5K	–	787
2016 Q1	$5K	Hold	94	–	–	﹤0.01%	536
2015 Q4	$4K	Sell	94 -450	-83%	-$18.7K	﹤0.01%	530
2015 Q3	$21K	Sell	544 -80,026	-99%	-$3.25M	﹤0.01%	307
2015 Q2	$3.45M	Buy	+80,570	New	+$3.63M	0.47%	65

Other funds holding SON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Gradient Investments's SON Position: Q3 2024 in Review

Gradient Investments sold out of Sonoco (SON) in Q3 2024, closing a stake of 1,135 shares — an estimated $57.5K sold.

Gradient Investments first reported a position in SON in Q2 2015 and held it in 19 quarters. The position peaked at $3.45M in Q2 2015. 471 funds tracked by Wall St. Rank hold SON as of Q3 2024.

Gradient Investments reported no remaining Sonoco position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 1,135 Sonoco shares in Q3 2024, an estimated $57.5K.
Gradient Investments first reported a position in Sonoco in Q2 2015 and held it in 19 quarters.
Gradient Investments's Sonoco position peaked at $3.45M in Q2 2015.
471 funds tracked by Wall St. Rank held Sonoco as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.